HHGA
Halbert Hargrove Global Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.93K | Sell |
28
-2
| -7% | -$638 | ﹤0.01% | 225 |
|
|
2025
Q1 | $8.07K | Buy |
30
+2
| +7% | +$538 | ﹤0.01% | 259 |
|
|
2024
Q4 | $8.31K | Buy |
+28
| New | +$8.31K | ﹤0.01% | 224 |
|
|
2023
Q2 | – | Sell |
-1,653
| Closed | -$273K | – | 97 |
|
|
2023
Q1 | $273K | Sell |
1,653
-1
| -0.1% | -$165 | 0.02% | 115 |
|
|
2022
Q4 | $244K | Buy |
+1,654
| New | +$244K | 0.02% | 128 |
|
|
2022
Q2 | – | Sell |
-1,306
| Closed | -$244K | – | 140 |
|
|
2022
Q1 | $244K | Buy |
1,306
+52
| +4% | +$9.72K | 0.02% | 132 |
|
|
2021
Q4 | $205K | Sell |
1,254
-67
| -5% | -$11K | 0.01% | 155 |
|
|
2021
Q3 | $221K | Buy |
1,321
+35
| +3% | +$5.86K | 0.02% | 133 |
|
|
2021
Q2 | $213K | Sell |
1,286
-141
| -10% | -$23.4K | 0.01% | 139 |
|
|
2021
Q1 | $202K | Buy |
+1,427
| New | +$202K | 0.01% | 124 |
|
|
2015
Q4 | – | Sell |
-2,864
| Closed | -$212K | – | 99 |
|
|
2015
Q3 | $212K | Sell |
2,864
-3,082
| -52% | -$228K | 0.1% | 91 |
|
|
2015
Q2 | $462K | Sell |
5,946
-496
| -8% | -$38.5K | 0.11% | 93 |
|
|
2015
Q1 | $503K | Buy |
6,442
+2,721
| +73% | +$212K | 0.16% | 90 |
|
|
2014
Q4 | $346K | Sell |
3,721
-64
| -2% | -$5.95K | 0.17% | 69 |
|
|
2014
Q3 | $331K | Buy |
+3,785
| New | +$331K | 0.09% | 86 |
|
|
2014
Q2 | – | Sell |
-5,575
| Closed | -$502K | – | 124 |
|
|
2014
Q1 | $502K | Sell |
5,575
-103
| -2% | -$9.28K | 0.15% | 40 |
|
|
2013
Q4 | $515K | Buy |
+5,678
| New | +$515K | 0.16% | 40 |
|