Ruggaard & Associates’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 | $393K | Sell |
1,232
-38
| -3% | -$12.1K | 0.16% | 78 |
|
|
2025
Q1 | $342K | Hold |
1,270
| – | – | 0.15% | 84 |
|
|
2024
Q4 | $377K | Sell |
1,270
-675
| -35% | -$200K | 0.17% | 78 |
|
|
2024
Q3 | $527K | Sell |
1,945
-50
| -3% | -$13.6K | 0.23% | 61 |
|
|
2024
Q2 | $462K | Sell |
1,995
-17
| -0.8% | -$3.94K | 0.21% | 67 |
|
|
2024
Q1 | $458K | Sell |
2,012
-93
| -4% | -$21.2K | 0.22% | 62 |
|
|
2023
Q4 | $394K | Buy |
2,105
+465
| +28% | +$87.1K | 0.21% | 69 |
|
|
2023
Q3 | $245K | Sell |
1,640
-16
| -1% | -$2.39K | 0.15% | 93 |
|
|
2023
Q2 | $288K | Sell |
1,656
-128
| -7% | -$22.3K | 0.17% | 86 |
|
|
2023
Q1 | $294K | Buy |
+1,784
| New | +$294K | 0.18% | 79 |
|