HPIA
Hamilton Point Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Sell |
62,950
-2,921
| -4% | -$932K | 3.31% | 6 |
|
|
2025
Q1 | $17.7M | Buy |
65,871
+244
| +0.4% | +$65.6K | 3.19% | 4 |
|
|
2024
Q4 | $19.5M | Buy |
65,627
+112
| +0.2% | +$33.2K | 3.44% | 5 |
|
|
2024
Q3 | $17.8M | Sell |
65,515
-617
| -0.9% | -$167K | 3.14% | 5 |
|
|
2024
Q2 | $15.3M | Buy |
66,132
+774
| +1% | +$179K | 2.91% | 6 |
|
|
2024
Q1 | $14.9M | Sell |
65,358
-1,738
| -3% | -$396K | 2.85% | 5 |
|
|
2023
Q4 | $12.6M | Buy |
67,096
+797
| +1% | +$149K | 2.51% | 6 |
|
|
2023
Q3 | $9.89M | Sell |
66,299
-370
| -0.6% | -$55.2K | 2.44% | 10 |
|
|
2023
Q2 | $11.6M | Sell |
66,669
-1,954
| -3% | -$340K | 2.78% | 4 |
|
|
2023
Q1 | $11.3M | Buy |
68,623
+952
| +1% | +$157K | 2.75% | 5 |
|
|
2022
Q4 | $10M | Sell |
67,671
-89
| -0.1% | -$13.2K | 2.75% | 9 |
|
|
2022
Q3 | $9.14M | Sell |
67,760
-327
| -0.5% | -$44.1K | 2.78% | 7 |
|
|
2022
Q2 | $9.47M | Buy |
68,087
+1,132
| +2% | +$158K | 2.76% | 8 |
|
|
2022
Q1 | $12.5M | Buy |
66,955
+823
| +1% | +$154K | 3.22% | 5 |
|
|
2021
Q4 | $10.8M | Buy |
66,132
+1,829
| +3% | +$299K | 2.57% | 9 |
|
|
2021
Q3 | $10.8M | Buy |
64,303
+257
| +0.4% | +$43.1K | 2.86% | 6 |
|
|
2021
Q2 | $10.6M | Buy |
64,046
+162
| +0.3% | +$26.8K | 2.87% | 7 |
|
|
2021
Q1 | $9.06M | Buy |
63,884
+1,616
| +3% | +$229K | 2.62% | 8 |
|
|
2020
Q4 | $7.53M | Buy |
62,268
+140
| +0.2% | +$16.9K | 2.37% | 9 |
|
|
2020
Q3 | $6.23M | Buy |
62,128
+873
| +1% | +$87.5K | 2.2% | 14 |
|
|
2020
Q2 | $5.83M | Buy |
61,255
+23,016
| +60% | +$2.19M | 2.25% | 15 |
|
|
2020
Q1 | $3.27M | Buy |
+38,239
| New | +$3.27M | 1.52% | 35 |
|
|
2015
Q4 | – | Sell |
-23,602
| Closed | -$1.75M | – | 73 |
|
|
2015
Q3 | $1.75M | Buy |
23,602
+2,423
| +11% | +$180K | 1.37% | 33 |
|
|
2015
Q2 | $1.65M | Sell |
21,179
-125
| -0.6% | -$9.72K | 1.33% | 37 |
|
|
2015
Q1 | $1.66M | Buy |
21,304
+680
| +3% | +$53.1K | 1.37% | 36 |
|
|
2014
Q4 | $1.92M | Buy |
20,624
+605
| +3% | +$56.3K | 1.65% | 29 |
|
|
2014
Q3 | $1.75M | Buy |
20,019
+158
| +0.8% | +$13.8K | 1.63% | 28 |
|
|
2014
Q2 | $1.88M | Sell |
19,861
-339
| -2% | -$32.2K | 1.75% | 26 |
|
|
2014
Q1 | $1.82M | Buy |
+20,200
| New | +$1.82M | 1.7% | 29 |
|