Robertson Stephens Wealth Management’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 | $2.8M | Buy |
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|
2025
Q1 | $2.26M | Buy |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $848K | Sell |
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|
2023
Q3 | $698K | Buy |
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|
2023
Q2 | $814K | Sell |
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|
2023
Q1 | $945K | Buy |
|
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $553K | Sell |
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|
2022
Q1 | $800K | Sell |
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|
2021
Q4 | $702K | Buy |
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|
2021
Q3 | $714K | Sell |
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|
2021
Q2 | $715K | Sell |
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|
2021
Q1 | $702K | Buy |
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|
2020
Q4 | $383K | Buy |
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|
2020
Q3 | $213K | Buy |
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