RWPA
Richard W. Paul & Associates’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
1,621
-10
| -0.6% | -$3.19K | 0.19% | 111 |
|
|
2025
Q1 | $439K | Sell |
1,631
-20
| -1% | -$5.38K | 0.17% | 121 |
|
|
2024
Q4 | $490K | Sell |
1,651
-83
| -5% | -$24.6K | 0.18% | 121 |
|
|
2024
Q3 | $470K | Sell |
1,734
-41
| -2% | -$11.1K | 0.17% | 123 |
|
|
2024
Q2 | $411K | Sell |
1,775
-23
| -1% | -$5.33K | 0.16% | 128 |
|
|
2024
Q1 | $409K | Sell |
1,798
-75
| -4% | -$17.1K | 0.16% | 129 |
|
|
2023
Q4 | $351K | Sell |
1,873
-64
| -3% | -$12K | 0.15% | 137 |
|
|
2023
Q3 | $289K | Sell |
1,937
-76
| -4% | -$11.3K | 0.13% | 143 |
|
|
2023
Q2 | $351K | Sell |
2,013
-32
| -2% | -$5.57K | 0.15% | 141 |
|
|
2023
Q1 | $337K | Sell |
2,045
-139
| -6% | -$22.9K | 0.16% | 142 |
|
|
2022
Q4 | $323K | Buy |
+2,184
| New | +$323K | 0.16% | 138 |
|