Hall Capital Management’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 | $2.14M | Buy |
6,712
+183
| +3% | +$58.4K | 0.9% | 37 |
|
2025
Q1 | $1.76M | Buy |
6,529
+1,652
| +34% | +$444K | 0.81% | 42 |
|
2024
Q4 | $1.45M | Buy |
+4,877
| New | +$1.45M | 0.68% | 46 |
|
2024
Q2 | $1.31M | Buy |
5,646
+151
| +3% | +$35K | 0.62% | 44 |
|
2024
Q1 | $1.25M | Buy |
5,495
+50
| +0.9% | +$11.4K | 0.62% | 43 |
|
2023
Q4 | $1.02M | Buy |
5,445
+157
| +3% | +$29.4K | 0.6% | 42 |
|
2023
Q3 | $789K | Buy |
5,288
+632
| +14% | +$94.3K | 0.51% | 45 |
|
2023
Q2 | $811K | Buy |
4,656
+648
| +16% | +$113K | 0.46% | 48 |
|
2023
Q1 | $661K | Buy |
4,008
+199
| +5% | +$32.8K | 0.39% | 51 |
|
2022
Q4 | $563K | Sell |
3,809
-115
| -3% | -$17K | 0.34% | 56 |
|
2022
Q3 | $529K | Buy |
3,924
+300
| +8% | +$40.4K | 0.35% | 56 |
|
2022
Q2 | $502K | Buy |
3,624
+335
| +10% | +$46.4K | 0.33% | 62 |
|
2022
Q1 | $615K | Sell |
3,289
-72
| -2% | -$13.5K | 0.36% | 59 |
|
2021
Q4 | $550K | Sell |
3,361
-224
| -6% | -$36.7K | 0.31% | 63 |
|
2021
Q3 | $601K | Sell |
3,585
-20
| -0.6% | -$3.35K | 0.38% | 55 |
|
2021
Q2 | $596K | Buy |
+3,605
| New | +$596K | 0.38% | 56 |
|
2020
Q4 | $443K | Sell |
3,663
-4,280
| -54% | -$518K | 0.32% | 61 |
|
2020
Q3 | $796K | Sell |
7,943
-2,730
| -26% | -$274K | 0.63% | 44 |
|
2020
Q2 | $1.02M | Buy |
10,673
+205
| +2% | +$19.5K | 0.85% | 40 |
|
2020
Q1 | $896K | Buy |
10,468
+998
| +11% | +$85.4K | 0.92% | 38 |
|
2019
Q4 | $1.18M | Buy |
9,470
+33
| +0.3% | +$4.11K | 0.96% | 37 |
|
2019
Q3 | $1.12M | Buy |
9,437
+845
| +10% | +$99.9K | 0.97% | 39 |
|
2019
Q2 | $1.06M | Buy |
8,592
+2,955
| +52% | +$365K | 0.91% | 42 |
|
2019
Q1 | $616K | Buy |
5,637
+620
| +12% | +$67.8K | 0.54% | 51 |
|
2018
Q4 | $478K | Buy |
+5,017
| New | +$478K | 0.48% | 54 |
|
2018
Q1 | – | Sell |
-2,270
| Closed | -$225K | – | 84 |
|
2017
Q4 | $225K | Hold |
2,270
| – | – | 0.2% | 84 |
|
2017
Q3 | $205K | Buy |
+2,270
| New | +$205K | 0.19% | 85 |
|
2015
Q1 | – | Sell |
-2,270
| Closed | -$211K | – | 82 |
|
2014
Q4 | $211K | Buy |
+2,270
| New | +$211K | 0.22% | 82 |
|