Ridgewood Investments’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 | $896K | Hold |
2,808
| – | – | 0.39% | 72 |
|
|
2025
Q1 | $755K | Sell |
2,808
-285
| -9% | -$76.7K | 0.35% | 85 |
|
|
2024
Q4 | $918K | Buy |
3,093
+7
| +0.2% | +$2.08K | 0.44% | 73 |
|
|
2024
Q3 | $837K | Sell |
3,086
-4
| -0.1% | -$1.09K | 0.42% | 72 |
|
|
2024
Q2 | $715K | Sell |
3,090
-1
| -0% | -$232 | 0.36% | 81 |
|
|
2024
Q1 | $704K | Hold |
3,091
| – | – | 0.37% | 87 |
|
|
2023
Q4 | $579K | Sell |
3,091
-83
| -3% | -$15.5K | 0.34% | 101 |
|
|
2023
Q3 | $474K | Hold |
3,174
| – | – | 0.31% | 103 |
|
|
2023
Q2 | $553K | Hold |
3,174
| – | – | 0.31% | 98 |
|
|
2023
Q1 | $524K | Hold |
3,174
| – | – | 0.32% | 93 |
|
|
2022
Q4 | $469K | Sell |
3,174
-231
| -7% | -$34.1K | 0.33% | 100 |
|
|
2022
Q3 | $459K | Hold |
3,405
| – | – | 0.38% | 89 |
|
|
2022
Q2 | $472K | Buy |
3,405
+13
| +0.4% | +$1.8K | 0.37% | 93 |
|
|
2022
Q1 | $634K | Sell |
3,392
-17
| -0.5% | -$3.18K | 0.42% | 82 |
|
|
2021
Q4 | $558K | Sell |
3,409
-78
| -2% | -$12.8K | 0.35% | 100 |
|
|
2021
Q3 | $584K | Hold |
3,487
| – | – | 0.4% | 88 |
|
|
2021
Q2 | $576K | Buy |
3,487
+250
| +8% | +$41.3K | 0.37% | 96 |
|
|
2021
Q1 | $458K | Sell |
3,237
-97
| -3% | -$13.7K | 0.28% | 120 |
|
|
2020
Q4 | $334K | Hold |
3,334
| – | – | 0.26% | 117 |
|
|
2020
Q3 | $334K | Sell |
3,334
-243
| -7% | -$24.3K | 0.26% | 118 |
|
|
2020
Q2 | $341K | Sell |
3,577
-80
| -2% | -$7.63K | 0.28% | 120 |
|
|
2020
Q1 | $313K | Sell |
3,657
-300
| -8% | -$25.7K | 0.32% | 100 |
|
|
2019
Q4 | $493K | Sell |
3,957
-114
| -3% | -$14.2K | 0.35% | 91 |
|
|
2019
Q3 | $481K | Buy |
4,071
+41
| +1% | +$4.84K | 0.37% | 86 |
|
|
2019
Q2 | $497K | Hold |
4,030
| – | – | 0.39% | 81 |
|
|
2019
Q1 | $440K | Sell |
4,030
-100
| -2% | -$10.9K | 0.36% | 82 |
|
|
2018
Q4 | $440K | Hold |
4,130
| – | – | 0.35% | 82 |
|
|
2018
Q3 | $440K | Hold |
4,130
| – | – | 0.35% | 83 |
|
|
2018
Q2 | $405K | Hold |
4,130
| – | – | 0.36% | 83 |
|
|
2018
Q1 | $385K | Hold |
4,130
| – | – | 0.35% | 82 |
|
|
2017
Q4 | $410K | Sell |
4,130
-86
| -2% | -$8.54K | 0.37% | 83 |
|
|
2017
Q3 | $381K | Sell |
4,216
-136
| -3% | -$12.3K | 0.36% | 78 |
|
|
2017
Q2 | $367K | Sell |
4,352
-359
| -8% | -$30.3K | 0.37% | 78 |
|
|
2017
Q1 | $373K | Buy |
4,711
+120
| +3% | +$9.5K | 0.4% | 68 |
|
|
2016
Q4 | $340K | Buy |
+4,591
| New | +$340K | 0.4% | 67 |
|