Hantz Financial Services’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 | $312K | Buy |
977
+558
| +133% | +$178K | 0.01% | 566 |
|
|
2025
Q1 | $113K | Buy |
419
+11
| +3% | +$2.97K | ﹤0.01% | 613 |
|
|
2024
Q4 | $121K | Hold |
408
| – | – | ﹤0.01% | 591 |
|
|
2024
Q3 | $111K | Hold |
408
| – | – | ﹤0.01% | 606 |
|
|
2024
Q2 | $95K | Hold |
408
| – | – | ﹤0.01% | 619 |
|
|
2024
Q1 | $93K | Sell |
408
-197
| -33% | -$44.9K | ﹤0.01% | 611 |
|
|
2023
Q4 | $113K | Buy |
605
+11
| +2% | +$2.06K | ﹤0.01% | 595 |
|
|
2023
Q3 | $89K | Hold |
594
| – | – | ﹤0.01% | 598 |
|
|
2023
Q2 | $103K | Sell |
594
-864
| -59% | -$150K | ﹤0.01% | 576 |
|
|
2023
Q1 | $241K | Hold |
1,458
| – | – | 0.01% | 531 |
|
|
2022
Q4 | $215K | Sell |
1,458
-206
| -12% | -$30.4K | 0.01% | 533 |
|
|
2022
Q3 | $224K | Sell |
1,664
-100
| -6% | -$13.5K | 0.01% | 507 |
|
|
2022
Q2 | $245K | Sell |
1,764
-141
| -7% | -$19.6K | 0.01% | 499 |
|
|
2022
Q1 | $356K | Sell |
1,905
-14
| -0.7% | -$2.62K | 0.01% | 477 |
|
|
2021
Q4 | $314K | Sell |
1,919
-466
| -20% | -$76.3K | 0.01% | 475 |
|
|
2021
Q3 | $399K | Buy |
2,385
+21
| +0.9% | +$3.51K | 0.01% | 436 |
|
|
2021
Q2 | $391K | Buy |
2,364
+778
| +49% | +$129K | 0.01% | 410 |
|
|
2021
Q1 | $224K | Sell |
1,586
-14
| -0.9% | -$1.98K | 0.01% | 431 |
|
|
2020
Q4 | $193K | Sell |
1,600
-7,774
| -83% | -$938K | 0.01% | 406 |
|
|
2020
Q3 | $940K | Buy |
9,374
+347
| +4% | +$34.8K | 0.05% | 267 |
|
|
2020
Q2 | $859K | Buy |
9,027
+573
| +7% | +$54.5K | 0.05% | 282 |
|
|
2020
Q1 | $724K | Buy |
+8,454
| New | +$724K | 0.05% | 273 |
|