GW Henssler & 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 | $205K | Buy |
+642
| New | +$205K | 0.01% | 175 |
|
|
2022
Q2 | – | Sell |
-1,979
| Closed | -$370K | – | 223 |
|
|
2022
Q1 | $370K | Hold |
1,979
| – | – | 0.02% | 165 |
|
|
2021
Q4 | $324K | Buy |
+1,979
| New | +$324K | 0.02% | 198 |
|
|
2021
Q3 | – | Sell |
-1,979
| Closed | -$327K | – | 118 |
|
|
2021
Q2 | $327K | Sell |
1,979
-150
| -7% | -$24.8K | 0.02% | 189 |
|
|
2021
Q1 | $301K | Hold |
2,129
| – | – | 0.02% | 181 |
|
|
2020
Q4 | $257K | Sell |
2,129
-160
| -7% | -$19.3K | 0.02% | 185 |
|
|
2020
Q3 | $229K | Buy |
2,289
+157
| +7% | +$15.7K | 0.02% | 189 |
|
|
2020
Q2 | $203K | Buy |
+2,132
| New | +$203K | 0.02% | 184 |
|
|
2015
Q2 | – | Sell |
-87,194
| Closed | -$6.81M | – | 167 |
|
|
2015
Q1 | $6.81M | Sell |
87,194
-43,969
| -34% | -$3.44M | 0.79% | 41 |
|
|
2014
Q4 | $12.2M | Buy |
131,163
+14,204
| +12% | +$1.32M | 1.37% | 29 |
|
|
2014
Q3 | $10.2M | Sell |
116,959
-7,258
| -6% | -$635K | 1.24% | 35 |
|
|
2014
Q2 | $11.8M | Buy |
124,217
+1,248
| +1% | +$118K | 1.43% | 28 |
|
|
2014
Q1 | $11.1M | Buy |
122,969
+120,573
| +5,032% | +$10.9M | 1.3% | 31 |
|
|
2013
Q4 | $218K | Buy |
+2,396
| New | +$218K | 0.03% | 152 |
|