Ritter Daniher Financial Advisory’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
Q2 | $91.9K | Buy |
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|
2025
Q1 | $64K | Sell |
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|
2024
Q4 | $78.4K | Sell |
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|
2024
Q3 | $79.5K | Hold |
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|
2024
Q2 | $67.8K | Hold |
|
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|
2024
Q1 | $66.7K | Hold |
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|
2023
Q4 | $54.9K | Sell |
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|
2023
Q3 | $48.5K | Hold |
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|
2023
Q2 | $56.6K | Hold |
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|
2023
Q1 | $53.6K | Sell |
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|
2022
Q4 | $54.7K | Buy |
|