Rossmore Private Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
2,090
+180
| +9% | +$57.4K | 0.08% | 162 |
|
|
2025
Q1 | $514K | Sell |
1,910
-194
| -9% | -$52.2K | 0.06% | 169 |
|
|
2024
Q4 | $624K | Hold |
2,104
| – | – | 0.08% | 156 |
|
|
2024
Q3 | $571K | Sell |
2,104
-70
| -3% | -$19K | 0.07% | 163 |
|
|
2024
Q2 | $503K | Sell |
2,174
-122
| -5% | -$28.2K | 0.07% | 164 |
|
|
2024
Q1 | $523K | Buy |
2,296
+141
| +7% | +$32.1K | 0.07% | 164 |
|
|
2023
Q4 | $404K | Sell |
2,155
-15
| -0.7% | -$2.81K | 0.06% | 180 |
|
|
2023
Q3 | $324K | Hold |
2,170
| – | – | 0.05% | 185 |
|
|
2023
Q2 | $378K | Hold |
2,170
| – | – | 0.06% | 177 |
|
|
2023
Q1 | $358K | Sell |
2,170
-9
| -0.4% | -$1.49K | 0.06% | 180 |
|
|
2022
Q4 | $322K | Buy |
2,179
+240
| +12% | +$35.5K | 0.05% | 187 |
|
|
2022
Q3 | $262K | Buy |
1,939
+279
| +17% | +$37.7K | 0.05% | 196 |
|
|
2022
Q2 | $230K | Buy |
+1,660
| New | +$230K | 0.04% | 208 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$49.7K | – | 119 |
|
|
2017
Q4 | $49.7K | Buy |
+500
| New | +$49.7K | 0.05% | 173 |
|