Ridgewood Investments’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 | $936K | Buy |
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|
2025
Q2 | $896K | Hold |
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|
2025
Q1 | $755K | Sell |
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|
2024
Q4 | $918K | Buy |
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|
2024
Q3 | $837K | Sell |
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|
2024
Q2 | $715K | Sell |
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|
2024
Q1 | $704K | Hold |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $474K | Hold |
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|
2023
Q2 | $553K | Hold |
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|
2023
Q1 | $524K | Hold |
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|
2022
Q4 | $469K | Sell |
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|
2022
Q3 | $459K | Hold |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $634K | Sell |
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|
2021
Q4 | $558K | Sell |
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|
2021
Q3 | $584K | Hold |
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|
2021
Q2 | $576K | Buy |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $334K | Hold |
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|
2020
Q3 | $334K | Sell |
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|
2020
Q2 | $341K | Sell |
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|
2020
Q1 | $313K | Sell |
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|
2019
Q4 | $493K | Sell |
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|
2019
Q3 | $481K | Buy |
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|
2019
Q2 | $497K | Hold |
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|
2019
Q1 | $440K | Sell |
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|
2018
Q4 | $440K | Hold |
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|
2018
Q3 | $440K | Hold |
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|
2018
Q2 | $405K | Hold |
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|
2018
Q1 | $385K | Hold |
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|
2017
Q4 | $410K | Sell |
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|
2017
Q3 | $381K | Sell |
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|
2017
Q2 | $367K | Sell |
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|
2017
Q1 | $373K | Buy |
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|
2016
Q4 | $340K | Buy |
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