RDFA
Ritter Daniher Financial Advisory’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.9K | Buy |
288
+50
| +21% | +$15.9K | 0.02% | 132 |
|
|
2025
Q1 | $64K | Sell |
238
-26
| -10% | -$7K | 0.02% | 146 |
|
|
2024
Q4 | $78.4K | Sell |
264
-29
| -10% | -$8.61K | 0.02% | 131 |
|
|
2024
Q3 | $79.5K | Hold |
293
| – | – | 0.02% | 121 |
|
|
2024
Q2 | $67.8K | Hold |
293
| – | – | 0.02% | 129 |
|
|
2024
Q1 | $66.7K | Hold |
293
| – | – | 0.02% | 129 |
|
|
2023
Q4 | $54.9K | Sell |
293
-32
| -10% | -$6K | 0.02% | 142 |
|
|
2023
Q3 | $48.5K | Hold |
325
| – | – | 0.02% | 144 |
|
|
2023
Q2 | $56.6K | Hold |
325
| – | – | 0.02% | 129 |
|
|
2023
Q1 | $53.6K | Sell |
325
-45
| -12% | -$7.42K | 0.02% | 131 |
|
|
2022
Q4 | $54.7K | Buy |
+370
| New | +$54.7K | 0.03% | 137 |
|