Royal Fund Management’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 | $308K | Buy |
967
+3
| +0.3% | +$957 | 0.03% | 225 |
|
|
2025
Q1 | $259K | Buy |
964
+2
| +0.2% | +$538 | 0.03% | 237 |
|
|
2024
Q4 | $286K | Sell |
962
-7
| -0.7% | -$2.08K | 0.03% | 213 |
|
|
2024
Q3 | $263K | Hold |
969
| – | – | 0.02% | 247 |
|
|
2024
Q2 | $224K | Sell |
969
-17
| -2% | -$3.94K | 0.02% | 224 |
|
|
2024
Q1 | $225K | Buy |
+986
| New | +$225K | 0.02% | 232 |
|
|
2021
Q3 | – | Sell |
-1,916
| Closed | -$316K | – | 184 |
|
|
2021
Q2 | $316K | Buy |
+1,916
| New | +$316K | 0.05% | 152 |
|
|
2020
Q2 | – | Sell |
-118
| Closed | -$10K | – | 175 |
|
|
2020
Q1 | $10K | Hold |
118
| – | – | ﹤0.01% | 361 |
|
|
2019
Q4 | $14K | Hold |
118
| – | – | ﹤0.01% | 383 |
|
|
2019
Q3 | $13K | Hold |
118
| – | – | ﹤0.01% | 375 |
|
|
2019
Q2 | $14K | Hold |
118
| – | – | ﹤0.01% | 355 |
|
|
2019
Q1 | $12K | Buy |
+118
| New | +$12K | ﹤0.01% | 351 |
|
|
2018
Q3 | – | Sell |
-10
| Closed | – | – | 518 |
|
|
2018
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 559 |
|
|
2018
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 535 |
|