Rise Advisors’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 | $119K | Buy |
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|
2025
Q2 | $111K | Buy |
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|
2025
Q1 | $88.1K | Sell |
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|
2024
Q4 | $137K | Sell |
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|
2024
Q3 | $128K | Buy |
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|
2024
Q2 | $109K | Buy |
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|
2024
Q1 | $107K | Buy |
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|
2023
Q4 | $30K | Buy |
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|
2023
Q3 | $23.8K | Sell |
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|
2023
Q2 | $27.8K | Sell |
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|
2023
Q1 | $27.7K | Buy |
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|
2022
Q4 | $23.4K | Buy |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $29K | Buy |
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|
2021
Q4 | $2.79K | Buy |
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