RWP
Ridgecrest Wealth Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
1,870
-3
| -0.2% | -$957 | 0.31% | 58 |
|
|
2025
Q1 | $504K | Hold |
1,873
| – | – | 0.26% | 63 |
|
|
2024
Q4 | $556K | Sell |
1,873
-330
| -15% | -$97.9K | 0.3% | 54 |
|
|
2024
Q3 | $597K | Sell |
2,203
-10
| -0.5% | -$2.71K | 0.31% | 57 |
|
|
2024
Q2 | $512K | Hold |
2,213
| – | – | 0.31% | 58 |
|
|
2024
Q1 | $504K | Sell |
2,213
-125
| -5% | -$28.5K | 0.3% | 58 |
|
|
2023
Q4 | $438K | Buy |
2,338
+362
| +18% | +$67.8K | 0.29% | 60 |
|
|
2023
Q3 | $295K | Sell |
1,976
-10
| -0.5% | -$1.49K | 0.21% | 75 |
|
|
2023
Q2 | $346K | Buy |
1,986
+140
| +8% | +$24.4K | 0.23% | 69 |
|
|
2023
Q1 | $304K | Hold |
1,846
| – | – | 0.22% | 71 |
|
|
2022
Q4 | $273K | Hold |
1,846
| – | – | 0.21% | 74 |
|
|
2022
Q3 | $249K | Hold |
1,846
| – | – | 0.2% | 76 |
|
|
2022
Q2 | $256K | Hold |
1,846
| – | – | 0.19% | 84 |
|
|
2022
Q1 | $345K | Sell |
1,846
-50
| -3% | -$9.35K | 0.22% | 82 |
|
|
2021
Q4 | $310K | Buy |
1,896
+150
| +9% | +$24.5K | 0.15% | 100 |
|
|
2021
Q3 | $293K | Buy |
+1,746
| New | +$293K | 0.16% | 94 |
|