RCM
RMR Capital Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
6,260
-1,298
| -17% | -$414K | 1.43% | 17 |
|
|
2025
Q1 | $2.03M | Hold |
7,558
| – | – | 1.44% | 18 |
|
|
2024
Q4 | $2.24M | Hold |
7,558
| – | – | 1.66% | 17 |
|
|
2024
Q3 | $2.05M | Hold |
7,558
| – | – | 1.68% | 15 |
|
|
2024
Q2 | $1.75M | Sell |
7,558
-71
| -0.9% | -$16.4K | 1.6% | 18 |
|
|
2024
Q1 | $1.74M | Hold |
7,629
| – | – | 1.59% | 18 |
|
|
2023
Q4 | $1.43M | Buy |
+7,629
| New | +$1.43M | 1.63% | 20 |
|