Riverbridge Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,690
| Closed | -$504K | – | 181 |
|
|
2023
Q4 | $504K | Buy |
2,690
+17
| +0.6% | +$3.19K | 0.01% | 155 |
|
|
2023
Q3 | $399K | Hold |
2,673
| – | – | 0.01% | 160 |
|
|
2023
Q2 | $466K | Hold |
2,673
| – | – | 0.01% | 148 |
|
|
2023
Q1 | $441K | Hold |
2,673
| – | – | 0.01% | 154 |
|
|
2022
Q4 | $395K | Sell |
2,673
-675
| -20% | -$99.7K | 0.01% | 163 |
|
|
2022
Q3 | $452K | Hold |
3,348
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $464K | Hold |
3,348
| – | – | 0.01% | 155 |
|
|
2022
Q1 | $626K | Hold |
3,348
| – | – | 0.01% | 130 |
|
|
2021
Q4 | $548K | Hold |
3,348
| – | – | 0.01% | 137 |
|
|
2021
Q3 | $561K | Hold |
3,348
| – | – | 0.01% | 132 |
|
|
2021
Q2 | $553K | Sell |
3,348
-102
| -3% | -$16.8K | 0.01% | 134 |
|
|
2021
Q1 | $488K | Hold |
3,450
| – | – | 0.01% | 132 |
|
|
2020
Q4 | $417K | Sell |
3,450
-100
| -3% | -$12.1K | ﹤0.01% | 131 |
|
|
2020
Q3 | $356K | Hold |
3,550
| – | – | 0.01% | 134 |
|
|
2020
Q2 | $338K | Buy |
+3,550
| New | +$338K | 0.01% | 130 |
|
|
2020
Q1 | – | Sell |
-1,750
| Closed | -$218K | – | 138 |
|
|
2019
Q4 | $218K | Hold |
1,750
| – | – | ﹤0.01% | 136 |
|
|
2019
Q3 | $207K | Hold |
1,750
| – | – | ﹤0.01% | 132 |
|
|
2019
Q2 | $216K | Buy |
+1,750
| New | +$216K | ﹤0.01% | 135 |
|