Ritholtz Wealth Management’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 | $4.32M | Buy |
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|
2025
Q2 | $3.78M | Buy |
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|
2025
Q1 | $2.56M | Buy |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $1.92M | Buy |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $833K | Sell |
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|
2022
Q3 | $959K | Buy |
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|
2022
Q2 | $663K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $745K | Buy |
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|
2021
Q3 | $730K | Buy |
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|
2021
Q2 | $658K | Buy |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $224K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $252K | Buy |
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|
2017
Q3 | $211K | Sell |
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|
2017
Q2 | $202K | Buy |
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