RWM
Ritholtz Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
11,856
+2,340
| +25% | +$746K | 0.08% | 154 |
|
|
2025
Q1 | $2.56M | Buy |
9,516
+206
| +2% | +$55.4K | 0.08% | 191 |
|
|
2024
Q4 | $2.76M | Buy |
9,310
+446
| +5% | +$132K | 0.08% | 165 |
|
|
2024
Q3 | $2.4M | Buy |
8,864
+739
| +9% | +$200K | 0.07% | 190 |
|
|
2024
Q2 | $1.88M | Sell |
8,125
-288
| -3% | -$66.7K | 0.06% | 214 |
|
|
2024
Q1 | $1.92M | Buy |
8,413
+1,402
| +20% | +$319K | 0.07% | 204 |
|
|
2023
Q4 | $1.31M | Sell |
7,011
-461
| -6% | -$86.4K | 0.05% | 252 |
|
|
2023
Q3 | $1.11M | Buy |
7,472
+508
| +7% | +$75.8K | 0.05% | 246 |
|
|
2023
Q2 | $1.21M | Sell |
6,964
-18
| -0.3% | -$3.14K | 0.05% | 221 |
|
|
2023
Q1 | $1.15M | Buy |
6,982
+1,341
| +24% | +$221K | 0.06% | 224 |
|
|
2022
Q4 | $833K | Sell |
5,641
-1,466
| -21% | -$217K | 0.05% | 266 |
|
|
2022
Q3 | $959K | Buy |
7,107
+2,326
| +49% | +$314K | 0.05% | 249 |
|
|
2022
Q2 | $663K | Sell |
4,781
-844
| -15% | -$117K | 0.04% | 256 |
|
|
2022
Q1 | $1.05M | Buy |
5,625
+1,069
| +23% | +$200K | 0.07% | 173 |
|
|
2021
Q4 | $745K | Buy |
4,556
+198
| +5% | +$32.4K | 0.05% | 222 |
|
|
2021
Q3 | $730K | Buy |
4,358
+378
| +9% | +$63.3K | 0.05% | 194 |
|
|
2021
Q2 | $658K | Buy |
3,980
+980
| +33% | +$162K | 0.05% | 203 |
|
|
2021
Q1 | $424K | Buy |
3,000
+1,146
| +62% | +$162K | 0.04% | 235 |
|
|
2020
Q4 | $224K | Buy |
+1,854
| New | +$224K | 0.02% | 313 |
|
|
2018
Q1 | – | Sell |
-2,542
| Closed | -$252K | – | 115 |
|
|
2017
Q4 | $252K | Buy |
2,542
+213
| +9% | +$21.1K | 0.07% | 99 |
|
|
2017
Q3 | $211K | Sell |
2,329
-65
| -3% | -$5.89K | 0.08% | 74 |
|
|
2017
Q2 | $202K | Buy |
+2,394
| New | +$202K | 0.08% | 68 |
|