GIA
GHP Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
55,856
+152
| +0.3% | +$48.5K | 0.79% | 34 |
|
|
2025
Q1 | $15M | Sell |
55,704
-110
| -0.2% | -$29.6K | 0.72% | 35 |
|
|
2024
Q4 | $16.6M | Sell |
55,814
-1,179
| -2% | -$350K | 0.77% | 31 |
|
|
2024
Q3 | $15.5M | Sell |
56,993
-895
| -2% | -$243K | 0.71% | 34 |
|
|
2024
Q2 | $13.4M | Sell |
57,888
-782
| -1% | -$181K | 0.67% | 37 |
|
|
2024
Q1 | $13.4M | Sell |
58,670
-473
| -0.8% | -$108K | 0.66% | 38 |
|
|
2023
Q4 | $11.1M | Buy |
59,143
+405
| +0.7% | +$75.9K | 0.6% | 46 |
|
|
2023
Q3 | $8.88M | Buy |
58,738
+689
| +1% | +$104K | 0.54% | 57 |
|
|
2023
Q2 | $9.59M | Buy |
58,049
+2,232
| +4% | +$369K | 0.56% | 51 |
|
|
2023
Q1 | $9.21M | Buy |
55,817
+601
| +1% | +$99.1K | 0.58% | 48 |
|
|
2022
Q4 | $8.16M | Sell |
55,216
-764
| -1% | -$113K | 0.55% | 51 |
|
|
2022
Q3 | $7.55M | Buy |
55,980
+517
| +0.9% | +$69.7K | 0.58% | 46 |
|
|
2022
Q2 | $7.69M | Buy |
55,463
+2,223
| +4% | +$308K | 0.57% | 47 |
|
|
2022
Q1 | $9.96M | Buy |
53,240
+748
| +1% | +$140K | 0.66% | 38 |
|
|
2021
Q4 | $8.59M | Buy |
52,492
+2,191
| +4% | +$358K | 0.61% | 47 |
|
|
2021
Q3 | $8.43M | Buy |
50,301
+1,527
| +3% | +$256K | 0.67% | 45 |
|
|
2021
Q2 | $8.06M | Buy |
48,774
+1,347
| +3% | +$223K | 0.65% | 48 |
|
|
2021
Q1 | $6.71M | Buy |
47,427
+368
| +0.8% | +$52K | 0.58% | 54 |
|
|
2020
Q4 | $5.69M | Buy |
47,059
+1,406
| +3% | +$170K | 0.54% | 68 |
|
|
2020
Q3 | $4.58M | Buy |
45,653
+3,962
| +10% | +$397K | 0.52% | 66 |
|
|
2020
Q2 | $3.97M | Buy |
41,691
+420
| +1% | +$40K | 0.49% | 70 |
|
|
2020
Q1 | $3.53M | Sell |
41,271
-1,166
| -3% | -$99.8K | 0.53% | 64 |
|
|
2019
Q4 | $5.28M | Buy |
42,437
+2,076
| +5% | +$258K | 0.57% | 53 |
|
|
2019
Q3 | $4.77M | Sell |
40,361
-611
| -1% | -$72.3K | 0.59% | 55 |
|
|
2019
Q2 | $5.06M | Buy |
40,972
+877
| +2% | +$108K | 0.62% | 51 |
|
|
2019
Q1 | $4.38M | Buy |
40,095
+3,666
| +10% | +$401K | 0.56% | 54 |
|
|
2018
Q4 | $3.47M | Buy |
36,429
+7,839
| +27% | +$747K | 0.52% | 62 |
|
|
2018
Q3 | $3.05M | Buy |
28,590
+387
| +1% | +$41.2K | 0.41% | 79 |
|
|
2018
Q2 | $2.76M | Buy |
28,203
+1,538
| +6% | +$151K | 0.39% | 81 |
|
|
2018
Q1 | $2.49M | Buy |
26,665
+3,155
| +13% | +$294K | 0.35% | 91 |
|
|
2017
Q4 | $2.34M | Buy |
23,510
+1,505
| +7% | +$149K | 0.33% | 96 |
|
|
2017
Q3 | $1.99M | Buy |
22,005
+613
| +3% | +$55.5K | 0.3% | 105 |
|
|
2017
Q2 | $1.8M | Buy |
21,392
+3,486
| +19% | +$294K | 0.29% | 106 |
|
|
2017
Q1 | $1.42M | Buy |
17,906
+892
| +5% | +$70.6K | 0.24% | 120 |
|
|
2016
Q4 | $1.26M | Buy |
17,014
+899
| +6% | +$66.6K | 0.24% | 125 |
|
|
2016
Q3 | $1.03M | Buy |
16,115
+309
| +2% | +$19.8K | 0.21% | 138 |
|
|
2016
Q2 | $960K | Buy |
15,806
+1,365
| +9% | +$82.9K | 0.21% | 140 |
|
|
2016
Q1 | $887K | Sell |
14,441
-340
| -2% | -$20.9K | 0.2% | 137 |
|
|
2015
Q4 | $1.03M | Sell |
14,781
-234
| -2% | -$16.3K | 0.25% | 115 |
|
|
2015
Q3 | $1.11M | Buy |
15,015
+133
| +0.9% | +$9.86K | 0.29% | 100 |
|
|
2015
Q2 | $1.13M | Buy |
14,882
+47
| +0.3% | +$3.57K | 0.28% | 104 |
|
|
2015
Q1 | $1.16M | Buy |
14,835
+202
| +1% | +$15.8K | 0.3% | 92 |
|
|
2014
Q4 | $1.36M | Buy |
14,633
+216
| +1% | +$20.1K | 0.37% | 69 |
|
|
2014
Q3 | $1.26M | Buy |
14,417
+1
| +0% | +$88 | 0.37% | 68 |
|
|
2014
Q2 | $1.37M | Buy |
14,416
+2
| +0% | +$190 | 0.4% | 56 |
|
|
2014
Q1 | $1.3M | Buy |
14,414
+196
| +1% | +$17.7K | 0.41% | 49 |
|
|
2013
Q4 | $1.29M | Buy |
14,218
+126
| +0.9% | +$11.4K | 0.43% | 47 |
|
|
2013
Q3 | $1.06M | Buy |
14,092
+1
| +0% | +$76 | 0.39% | 56 |
|
|
2013
Q2 | $1.05M | Buy |
+14,091
| New | +$1.05M | 0.42% | 49 |
|