RWA Wealth Partners’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 | $8.45M | Buy |
26,498
+21
| +0.1% | +$6.7K | 0.11% | 114 |
|
|
2025
Q1 | $7.12M | Sell |
26,477
-1,377
| -5% | -$370K | 0.09% | 124 |
|
|
2024
Q4 | $8.27M | Buy |
27,854
+818
| +3% | +$243K | 0.1% | 111 |
|
|
2024
Q3 | $7.33M | Buy |
27,036
+1,213
| +5% | +$329K | 0.09% | 120 |
|
|
2024
Q2 | $5.98M | Buy |
25,823
+208
| +0.8% | +$48.2K | 0.08% | 132 |
|
|
2024
Q1 | $5.83M | Buy |
25,615
+926
| +4% | +$211K | 0.08% | 134 |
|
|
2023
Q4 | $4.63M | Buy |
24,689
+11,367
| +85% | +$2.13M | 0.07% | 140 |
|
|
2023
Q3 | $1.99M | Buy |
13,322
+413
| +3% | +$61.6K | 0.04% | 133 |
|
|
2023
Q2 | $2.25M | Buy |
12,909
+1,645
| +15% | +$287K | 0.05% | 122 |
|
|
2023
Q1 | $1.86M | Hold |
11,264
| – | – | 0.04% | 101 |
|
|
2022
Q4 | $1.73M | Hold |
11,264
| – | – | 0.04% | 105 |
|
|
2022
Q3 | $1.52M | Sell |
11,264
-210
| -2% | -$28.3K | 0.11% | 102 |
|
|
2022
Q2 | $1.59M | Hold |
11,474
| – | – | 0.11% | 100 |
|
|
2022
Q1 | $2.15M | Buy |
11,474
+421
| +4% | +$78.7K | 0.14% | 98 |
|
|
2021
Q4 | $1.81M | Buy |
11,053
+14
| +0.1% | +$2.29K | 0.12% | 103 |
|
|
2021
Q3 | $1.85M | Hold |
11,039
| – | – | 0.14% | 100 |
|
|
2021
Q2 | $1.82M | Hold |
11,039
| – | – | 0.14% | 99 |
|
|
2021
Q1 | $1.56M | Buy |
11,039
+100
| +0.9% | +$14.1K | 0.13% | 102 |
|
|
2020
Q4 | $1.32M | Buy |
10,939
+273
| +3% | +$33K | 0.12% | 102 |
|
|
2020
Q3 | $1.07M | Sell |
10,666
-3,670
| -26% | -$368K | 0.11% | 102 |
|
|
2020
Q2 | $1.37M | Buy |
14,336
+83
| +0.6% | +$7.9K | 0.17% | 88 |
|
|
2020
Q1 | $1.22M | Buy |
14,253
+5,500
| +63% | +$471K | 0.17% | 85 |
|
|
2019
Q4 | $1.09M | Sell |
8,753
-28
| -0.3% | -$3.49K | 0.11% | 115 |
|
|
2019
Q3 | $1.04M | Buy |
8,781
+200
| +2% | +$23.7K | 0.11% | 121 |
|
|
2019
Q2 | $1.06M | Hold |
8,581
| – | – | 0.11% | 113 |
|
|
2019
Q1 | $938K | Sell |
8,581
-142
| -2% | -$15.5K | 0.11% | 122 |
|
|
2018
Q4 | $831K | Hold |
8,723
| – | – | 0.11% | 121 |
|
|
2018
Q3 | $929K | Buy |
8,723
+40
| +0.5% | +$4.26K | 0.1% | 117 |
|
|
2018
Q2 | $851K | Buy |
8,683
+2,281
| +36% | +$224K | 0.1% | 129 |
|
|
2018
Q1 | $597K | Sell |
6,402
-5,028
| -44% | -$469K | 0.08% | 128 |
|
|
2017
Q4 | $1.14M | Buy |
11,430
+70
| +0.6% | +$6.95K | 0.13% | 112 |
|
|
2017
Q3 | $1.03M | Buy |
11,360
+4,908
| +76% | +$444K | 0.12% | 115 |
|
|
2017
Q2 | $544K | Buy |
6,452
+957
| +17% | +$80.7K | 0.07% | 130 |
|
|
2017
Q1 | $435K | Buy |
+5,495
| New | +$435K | 0.06% | 138 |
|