HDIM
Hanson & Doremus Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Sell |
3,034
-881
| -23% | -$281K | 0.13% | 82 |
|
|
2025
Q1 | $1.05M | Buy |
3,915
+889
| +29% | +$239K | 0.15% | 80 |
|
|
2024
Q4 | $898K | Buy |
3,026
+314
| +12% | +$93.2K | 0.14% | 79 |
|
|
2024
Q3 | $735K | Hold |
2,712
| – | – | 0.12% | 87 |
|
|
2024
Q2 | $628K | Sell |
2,712
-53
| -2% | -$12.3K | 0.11% | 98 |
|
|
2024
Q1 | $630K | Sell |
2,765
-59
| -2% | -$13.4K | 0.11% | 98 |
|
|
2023
Q4 | $529K | Hold |
2,824
| – | – | 0.1% | 106 |
|
|
2023
Q3 | $421K | Hold |
2,824
| – | – | 0.09% | 120 |
|
|
2023
Q2 | $492K | Buy |
2,824
+322
| +13% | +$56.1K | 0.1% | 110 |
|
|
2023
Q1 | $413K | Sell |
2,502
-978
| -28% | -$161K | 0.09% | 119 |
|
|
2022
Q4 | $514K | Buy |
3,480
+970
| +39% | +$143K | 0.11% | 120 |
|
|
2022
Q3 | $339K | Buy |
2,510
+144
| +6% | +$19.4K | 0.09% | 130 |
|
|
2022
Q2 | $328K | Sell |
2,366
-31
| -1% | -$4.3K | 0.08% | 138 |
|
|
2022
Q1 | $448K | Sell |
2,397
-50
| -2% | -$9.35K | 0.1% | 124 |
|
|
2021
Q4 | $400K | Buy |
2,447
+550
| +29% | +$89.9K | 0.09% | 132 |
|
|
2021
Q3 | $318K | Sell |
1,897
-29
| -2% | -$4.86K | 0.07% | 139 |
|
|
2021
Q2 | $193K | Sell |
1,926
-871
| -31% | -$87.3K | 0.06% | 161 |
|
|
2021
Q1 | $396K | Sell |
2,797
-4
| -0.1% | -$566 | 0.09% | 137 |
|
|
2020
Q4 | $339K | Buy |
2,801
+875
| +45% | +$106K | 0.08% | 138 |
|
|
2020
Q3 | $193K | Sell |
1,926
-20
| -1% | -$2K | 0.06% | 161 |
|
|
2020
Q2 | $185K | Sell |
1,946
-1,094
| -36% | -$104K | 0.06% | 160 |
|
|
2020
Q1 | $260K | Buy |
3,040
+977
| +47% | +$83.6K | 0.09% | 142 |
|
|
2019
Q4 | $257K | Hold |
2,063
| – | – | 0.07% | 154 |
|
|
2019
Q3 | $244K | Hold |
2,063
| – | – | 0.08% | 153 |
|
|
2019
Q2 | $255K | Sell |
2,063
-92
| -4% | -$11.4K | 0.08% | 152 |
|
|
2019
Q1 | $236K | Hold |
2,155
| – | – | 0.08% | 155 |
|
|
2018
Q4 | $205K | Sell |
2,155
-150
| -7% | -$14.3K | 0.07% | 159 |
|
|
2018
Q3 | $245K | Sell |
2,305
-124
| -5% | -$13.2K | 0.08% | 160 |
|
|
2018
Q2 | $238K | Sell |
2,429
-1,174
| -33% | -$115K | 0.08% | 161 |
|
|
2018
Q1 | $336K | Buy |
3,603
+1,064
| +42% | +$99.2K | 0.1% | 148 |
|
|
2017
Q4 | $252K | Hold |
2,539
| – | – | 0.08% | 161 |
|
|
2017
Q3 | $230K | Hold |
2,539
| – | – | 0.08% | 162 |
|
|
2017
Q2 | $214K | Sell |
2,539
-50
| -2% | -$4.21K | 0.08% | 165 |
|
|
2017
Q1 | $205K | Hold |
2,589
| – | – | 0.08% | 162 |
|
|
2016
Q4 | $192K | Sell |
2,589
-150
| -5% | -$11.1K | 0.08% | 162 |
|
|
2016
Q3 | $175K | Sell |
2,739
-92
| -3% | -$5.88K | 0.08% | 165 |
|
|
2016
Q2 | $172K | Hold |
2,831
| – | – | 0.08% | 163 |
|
|
2016
Q1 | $174K | Hold |
2,831
| – | – | 0.08% | 163 |
|
|
2015
Q4 | $197K | Hold |
2,831
| – | – | 0.09% | 162 |
|
|
2015
Q3 | $210K | Hold |
2,831
| – | – | 0.1% | 154 |
|
|
2015
Q2 | $220K | Hold |
2,831
| – | – | 0.09% | 158 |
|
|
2015
Q1 | $221K | Hold |
2,831
| – | – | 0.09% | 160 |
|
|
2014
Q4 | $263K | Hold |
2,831
| – | – | 0.11% | 151 |
|
|
2014
Q3 | $248K | Hold |
2,831
| – | – | 0.11% | 153 |
|
|
2014
Q2 | $269K | Sell |
2,831
-525
| -16% | -$49.9K | 0.12% | 152 |
|
|
2014
Q1 | $302K | Hold |
3,356
| – | – | 0.14% | 145 |
|
|
2013
Q4 | $304K | Hold |
3,356
| – | – | 0.15% | 140 |
|
|
2013
Q3 | $253K | Hold |
3,356
| – | – | 0.13% | 145 |
|
|
2013
Q2 | $251K | Buy |
+3,356
| New | +$251K | 0.14% | 140 |
|