Ridgecrest Wealth Partners’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
Q3 | $621K | Hold |
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|
2025
Q2 | $596K | Sell |
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|
2025
Q1 | $504K | Hold |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $597K | Sell |
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|
2024
Q2 | $512K | Hold |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $304K | Hold |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $293K | Buy |
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