Richard W. Paul & Associates’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
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|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $323K | Buy |
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