Sage Rhino Capital’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
$1.42M Buy
4,440
+10
+0.2% +$3.19K 0.3% 66
2025
Q1
$1.19M Buy
4,430
+74
+2% +$19.9K 0.28% 69
2024
Q4
$1.29M Sell
4,356
-97
-2% -$28.8K 0.28% 71
2024
Q3
$1.21M Buy
4,453
+31
+0.7% +$8.41K 0.27% 72
2024
Q2
$1.02M Sell
4,422
-9
-0.2% -$2.08K 0.24% 82
2024
Q1
$1.01M Buy
4,431
+211
+5% +$48K 0.24% 83
2023
Q4
$790K Sell
4,220
-36
-0.8% -$6.74K 0.2% 94
2023
Q3
$635K Sell
4,256
-90
-2% -$13.4K 0.18% 103
2023
Q2
$757K Sell
4,346
-357
-8% -$62.2K 0.21% 95
2023
Q1
$776K Sell
4,703
-296
-6% -$48.8K 0.23% 86
2022
Q4
$739K Buy
4,999
+67
+1% +$9.9K 0.23% 83
2022
Q3
$665K Sell
4,932
-99
-2% -$13.3K 0.27% 67
2022
Q2
$697K Buy
5,031
+125
+3% +$17.3K 0.27% 65
2022
Q1
$917K Sell
4,906
-426
-8% -$79.6K 0.28% 64
2021
Q4
$872K Sell
5,332
-682
-11% -$112K 0.24% 79
2021
Q3
$1.01M Buy
6,014
+27
+0.5% +$4.53K 0.31% 59
2021
Q2
$989K Sell
5,987
-879
-13% -$145K 0.29% 57
2021
Q1
$971K Buy
6,866
+72
+1% +$10.2K 0.32% 51
2020
Q4
$821K Sell
6,794
-388
-5% -$46.9K 0.32% 57
2020
Q3
$720K Sell
7,182
-475
-6% -$47.6K 0.35% 58
2020
Q2
$729K Buy
7,657
+2,265
+42% +$216K 0.38% 56
2020
Q1
$462K Buy
5,392
+1,228
+29% +$105K 0.33% 65
2019
Q4
$530K Buy
4,164
+705
+20% +$89.7K 0.3% 73
2019
Q3
$409K Sell
3,459
-1
-0% -$118 0.26% 82
2019
Q2
$427K Sell
3,460
-106
-3% -$13.1K 0.27% 76
2019
Q1
$390K Buy
+3,566
New +$390K 0.26% 82