RSWM
Robertson Stephens Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
8,772
+370
| +4% | +$118K | 0.09% | 148 |
|
|
2025
Q1 | $2.26M | Buy |
8,402
+1,921
| +30% | +$517K | 0.08% | 178 |
|
|
2024
Q4 | $1.92M | Sell |
6,481
-182
| -3% | -$54K | 0.07% | 200 |
|
|
2024
Q3 | $1.81M | Buy |
6,663
+672
| +11% | +$182K | 0.07% | 205 |
|
|
2024
Q2 | $1.39M | Buy |
5,991
+467
| +8% | +$108K | 0.07% | 182 |
|
|
2024
Q1 | $1.26M | Buy |
5,524
+999
| +22% | +$227K | 0.07% | 205 |
|
|
2023
Q4 | $848K | Sell |
4,525
-154
| -3% | -$28.9K | 0.05% | 239 |
|
|
2023
Q3 | $698K | Buy |
4,679
+6
| +0.1% | +$895 | 0.05% | 253 |
|
|
2023
Q2 | $814K | Sell |
4,673
-1,058
| -18% | -$184K | 0.06% | 216 |
|
|
2023
Q1 | $945K | Buy |
5,731
+2,843
| +98% | +$469K | 0.07% | 202 |
|
|
2022
Q4 | $427K | Buy |
2,888
+40
| +1% | +$5.91K | 0.04% | 279 |
|
|
2022
Q3 | $384K | Sell |
2,848
-1,131
| -28% | -$152K | 0.04% | 245 |
|
|
2022
Q2 | $553K | Sell |
3,979
-304
| -7% | -$42.3K | 0.05% | 227 |
|
|
2022
Q1 | $800K | Sell |
4,283
-8
| -0.2% | -$1.49K | 0.07% | 206 |
|
|
2021
Q4 | $702K | Buy |
4,291
+24
| +0.6% | +$3.93K | 0.06% | 221 |
|
|
2021
Q3 | $714K | Sell |
4,267
-64
| -1% | -$10.7K | 0.08% | 156 |
|
|
2021
Q2 | $715K | Sell |
4,331
-618
| -12% | -$102K | 0.09% | 168 |
|
|
2021
Q1 | $702K | Buy |
4,949
+1,779
| +56% | +$252K | 0.11% | 144 |
|
|
2020
Q4 | $383K | Buy |
3,170
+1,043
| +49% | +$126K | 0.08% | 161 |
|
|
2020
Q3 | $213K | Buy |
+2,127
| New | +$213K | 0.05% | 220 |
|