Richwood Investment Advisors’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 | $1.05M | Buy |
3,292
+1
| +0% | +$319 | 0.86% | 26 |
|
|
2025
Q1 | $885K | Sell |
3,291
-110
| -3% | -$29.6K | 0.75% | 28 |
|
|
2024
Q4 | $1.01M | Buy |
3,401
+80
| +2% | +$23.7K | 0.84% | 27 |
|
|
2024
Q3 | $901K | Sell |
3,321
-90
| -3% | -$24.4K | 0.74% | 30 |
|
|
2024
Q2 | $790K | Buy |
3,411
+1
| +0% | +$232 | 0.69% | 33 |
|
|
2024
Q1 | $777K | Sell |
3,410
-1
| -0% | -$228 | 0.69% | 35 |
|
|
2023
Q4 | $639K | Sell |
3,411
-40
| -1% | -$7.49K | 0.6% | 45 |
|
|
2023
Q3 | $515K | Sell |
3,451
-47
| -1% | -$7.01K | 0.52% | 51 |
|
|
2023
Q2 | $609K | Sell |
3,498
-64
| -2% | -$11.1K | 0.6% | 45 |
|
|
2023
Q1 | $588K | Sell |
3,562
-1
| -0% | -$165 | 0.59% | 45 |
|
|
2022
Q4 | $526K | Sell |
3,563
-24
| -0.7% | -$3.55K | 0.53% | 52 |
|
|
2022
Q3 | $484K | Sell |
3,587
-215
| -6% | -$29K | 0.53% | 53 |
|
|
2022
Q2 | $527K | Buy |
3,802
+120
| +3% | +$16.6K | 0.53% | 53 |
|
|
2022
Q1 | $689K | Buy |
3,682
+115
| +3% | +$21.5K | 0.62% | 41 |
|
|
2021
Q4 | $584K | Buy |
+3,567
| New | +$584K | 0.51% | 51 |
|