Ruedi Wealth 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 | – | Sell |
-90
| Closed | -$24.2K | – | 84 |
|
|
2025
Q1 | $24.2K | Hold |
90
| – | – | 0.01% | 121 |
|
|
2024
Q4 | $26.7K | Hold |
90
| – | – | 0.01% | 115 |
|
|
2024
Q3 | $24.4K | Sell |
90
-4
| -4% | -$1.09K | 0.01% | 121 |
|
|
2024
Q2 | $21.8K | Buy |
94
+4
| +4% | +$926 | 0.01% | 124 |
|
|
2024
Q1 | $20.5K | Buy |
+90
| New | +$20.5K | 0.01% | 122 |
|