Rise 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 | $111K | Buy |
348
+21
| +6% | +$6.7K | 0.04% | 145 |
|
|
2025
Q1 | $88.1K | Sell |
327
-135
| -29% | -$36.4K | 0.04% | 159 |
|
|
2024
Q4 | $137K | Sell |
462
-11
| -2% | -$3.26K | 0.07% | 115 |
|
|
2024
Q3 | $128K | Buy |
473
+1
| +0.2% | +$271 | 0.06% | 125 |
|
|
2024
Q2 | $109K | Buy |
472
+2
| +0.4% | +$463 | 0.06% | 138 |
|
|
2024
Q1 | $107K | Buy |
470
+310
| +194% | +$70.6K | 0.06% | 145 |
|
|
2023
Q4 | $30K | Buy |
160
+1
| +0.6% | +$187 | 0.02% | 212 |
|
|
2023
Q3 | $23.8K | Sell |
159
-1
| -0.6% | -$149 | 0.02% | 214 |
|
|
2023
Q2 | $27.8K | Sell |
160
-8
| -5% | -$1.39K | 0.02% | 205 |
|
|
2023
Q1 | $27.7K | Buy |
168
+9
| +6% | +$1.49K | 0.02% | 216 |
|
|
2022
Q4 | $23.4K | Buy |
159
+1
| +0.6% | +$147 | 0.02% | 228 |
|
|
2022
Q3 | $21K | Hold |
158
| – | – | 0.02% | 235 |
|
|
2022
Q2 | $22K | Buy |
158
+1
| +0.6% | +$139 | 0.02% | 221 |
|
|
2022
Q1 | $29K | Buy |
157
+140
| +824% | +$25.9K | 0.03% | 206 |
|
|
2021
Q4 | $2.79K | Buy |
+17
| New | +$2.79K | ﹤0.01% | 485 |
|