Richardson Financial Services’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 | $71.6K | Buy |
222
+3
| +1% | +$968 | 0.05% | 227 |
|
|
2025
Q1 | $58.9K | Sell |
219
-60
| -22% | -$16.1K | 0.04% | 228 |
|
|
2024
Q4 | $83K | Sell |
279
-3
| -1% | -$892 | 0.06% | 205 |
|
|
2024
Q3 | $65.3K | Hold |
282
| – | – | 0.04% | 235 |
|
|
2024
Q2 | $65.3K | Hold |
282
| – | – | 0.05% | 225 |
|
|
2024
Q1 | $64.2K | Buy |
282
+8
| +3% | +$1.82K | 0.05% | 228 |
|
|
2023
Q4 | $51.3K | Buy |
+274
| New | +$51.3K | 0.05% | 209 |
|