Ruggaard & Associates’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
$393K Sell
2025
Q1
$342K Hold
2024
Q4
$377K Sell
2024
Q3
$527K Sell
2024
Q2
$462K Sell
2024
Q1
$458K Sell
2023
Q4
$394K Buy
2023
Q3
$245K Sell
2023
Q2
$288K Sell
2023
Q1
$294K Buy