Rice Partnership’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
48,673
-9,995
| -17% | -$3.19M | 2.7% | 12 |
|
|
2025
Q1 | $15.8M | Sell |
58,668
-2,359
| -4% | -$635K | 3.24% | 7 |
|
|
2024
Q4 | $18.1M | Buy |
61,027
+1,258
| +2% | +$373K | 3.45% | 7 |
|
|
2024
Q3 | $16.2M | Buy |
59,769
+974
| +2% | +$264K | 3.26% | 8 |
|
|
2024
Q2 | $13.6M | Buy |
58,795
+1,273
| +2% | +$295K | 2.96% | 12 |
|
|
2024
Q1 | $13.1M | Sell |
57,522
-124
| -0.2% | -$28.2K | 3.09% | 10 |
|
|
2023
Q4 | $10.8M | Buy |
57,646
+1,346
| +2% | +$252K | 2.82% | 10 |
|
|
2023
Q3 | $8.4M | Buy |
56,300
+1,142
| +2% | +$170K | 2.38% | 12 |
|
|
2023
Q2 | $9.61M | Buy |
55,158
+236
| +0.4% | +$41.1K | 2.63% | 10 |
|
|
2023
Q1 | $9.06M | Sell |
54,922
-1,814
| -3% | -$299K | 2.72% | 9 |
|
|
2022
Q4 | $8.38M | Sell |
56,736
-1,221
| -2% | -$180K | 2.65% | 12 |
|
|
2022
Q3 | $7.82M | Buy |
57,957
+3,599
| +7% | +$486K | 2.51% | 11 |
|
|
2022
Q2 | $7.54M | Sell |
54,358
-5,215
| -9% | -$723K | 2.64% | 10 |
|
|
2022
Q1 | $11.1M | Buy |
59,573
+1,347
| +2% | +$252K | 3.21% | 9 |
|
|
2021
Q4 | $9.53M | Buy |
58,226
+2,138
| +4% | +$350K | 2.71% | 11 |
|
|
2021
Q3 | $9.4M | Buy |
56,088
+374
| +0.7% | +$62.7K | 2.97% | 9 |
|
|
2021
Q2 | $9.21M | Sell |
55,714
-1,524
| -3% | -$252K | 2.9% | 9 |
|
|
2021
Q1 | $8.1M | Buy |
57,238
+3,596
| +7% | +$509K | 2.87% | 10 |
|
|
2020
Q4 | $6.49M | Buy |
53,642
+26,164
| +95% | +$3.16M | 2.42% | 14 |
|
|
2020
Q3 | $2.76M | Buy |
+27,478
| New | +$2.76M | 1.2% | 26 |
|