Rockbridge Investment 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 | $515K | Hold |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $425K | Hold |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $357K | Hold |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9.29K | Sell |
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|
2022
Q1 | $41.6K | Hold |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $37K | Sell |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $34K | Buy |
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|
2020
Q4 | $24K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $19K | Buy |
|