RWB
RMR Wealth Builders’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
8,394
+379
| +5% | +$121K | 0.24% | 53 |
|
|
2025
Q1 | $2.16M | Buy |
8,015
+349
| +5% | +$93.9K | 0.23% | 60 |
|
|
2024
Q4 | $2.28M | Buy |
7,666
+527
| +7% | +$156K | 0.24% | 56 |
|
|
2024
Q3 | $1.94M | Sell |
7,139
-234
| -3% | -$63.5K | 0.21% | 61 |
|
|
2024
Q2 | $1.71M | Buy |
7,373
+644
| +10% | +$149K | 0.2% | 64 |
|
|
2024
Q1 | $1.53M | Buy |
6,729
+523
| +8% | +$119K | 0.19% | 68 |
|
|
2023
Q4 | $1.16M | Buy |
6,206
+1,302
| +27% | +$244K | 0.16% | 76 |
|
|
2023
Q3 | $732K | Buy |
4,904
+2,883
| +143% | +$430K | 0.12% | 94 |
|
|
2023
Q2 | $352K | Buy |
2,021
+46
| +2% | +$8.01K | 0.06% | 149 |
|
|
2023
Q1 | $326K | Sell |
1,975
-48
| -2% | -$7.92K | 0.06% | 158 |
|
|
2022
Q4 | $299K | Buy |
2,023
+374
| +23% | +$55.3K | 0.07% | 138 |
|
|
2022
Q3 | $222K | Buy |
1,649
+86
| +6% | +$11.6K | 0.05% | 171 |
|
|
2022
Q2 | $217K | Buy |
1,563
+58
| +4% | +$8.05K | 0.05% | 176 |
|
|
2022
Q1 | $281K | Buy |
+1,505
| New | +$281K | 0.06% | 163 |
|
|
2021
Q4 | – | Sell |
-2,632
| Closed | -$441K | – | 128 |
|
|
2021
Q3 | $441K | Sell |
2,632
-50
| -2% | -$8.38K | 0.13% | 108 |
|
|
2021
Q2 | $443K | Sell |
2,682
-1,135
| -30% | -$187K | 0.15% | 104 |
|
|
2021
Q1 | $540K | Buy |
3,817
+1,747
| +84% | +$247K | 0.14% | 95 |
|
|
2020
Q4 | $250K | Sell |
2,070
-1,923
| -48% | -$232K | 0.12% | 132 |
|
|
2020
Q3 | $400K | Buy |
3,993
+1,902
| +91% | +$191K | 0.1% | 133 |
|
|
2020
Q2 | $199K | Buy |
+2,091
| New | +$199K | 0.18% | 115 |
|
|
2019
Q4 | $139K | Buy |
+1,114
| New | +$139K | 0.13% | 146 |
|