Hartford Financial Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $877K | Hold |
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|
2024
Q4 | $967K | Hold |
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|
2024
Q3 | $884K | Hold |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $749K | Hold |
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|
2023
Q4 | $616K | Hold |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $574K | Sell |
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|
2023
Q1 | $545K | Sell |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $454K | Hold |
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|
2022
Q2 | $466K | Hold |
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|
2022
Q1 | $629K | Sell |
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|
2021
Q4 | $556K | Buy |
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|
2021
Q3 | $563K | Hold |
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|
2021
Q2 | $556K | Sell |
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|
2021
Q1 | $478K | Sell |
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|
2020
Q4 | $417K | Sell |
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|
2020
Q3 | $355K | Sell |
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|
2020
Q2 | $339K | Sell |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $464K | Hold |
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|
2019
Q3 | $441K | Sell |
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|
2019
Q2 | $472K | Hold |
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|
2019
Q1 | $418K | Sell |
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|
2018
Q4 | $418K | Sell |
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|
2018
Q3 | $713K | Sell |
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|
2018
Q2 | $661K | Sell |
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|
2018
Q1 | $641K | Hold |
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|
2017
Q4 | $682K | Buy |
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|
2017
Q3 | $613K | Hold |
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|
2017
Q2 | $570K | Hold |
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|
2017
Q1 | $536K | Hold |
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|
2016
Q4 | $502K | Sell |
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|
2016
Q3 | $442K | Hold |
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|
2016
Q2 | $419K | Hold |
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|
2016
Q1 | $424K | Buy |
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|
2015
Q4 | $404K | Hold |
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|
2015
Q3 | $430K | Hold |
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|
2015
Q2 | $451K | Sell |
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|
2015
Q1 | $469K | Hold |
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|
2014
Q4 | $559K | Hold |
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|
2014
Q3 | $526K | Hold |
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|
2014
Q2 | $570K | Hold |
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|
2014
Q1 | $541K | Hold |
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|
2013
Q4 | $545K | Hold |
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|
2013
Q3 | $453K | Hold |
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|
2013
Q2 | $449K | Buy |
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