RMR Wealth Builders’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 | $2.68M | Buy |
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|
2025
Q1 | $2.16M | Buy |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $732K | Buy |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $326K | Sell |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $441K | Sell |
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|
2021
Q2 | $443K | Sell |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q4 | $250K | Sell |
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|
2020
Q3 | $400K | Buy |
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|
2020
Q2 | $199K | Buy |
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|
2019
Q4 | $139K | Buy |
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