HFM
Hartford Financial Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
3,256
-2
| -0.1% | -$638 | 0.28% | 72 |
|
|
2025
Q1 | $877K | Hold |
3,258
| – | – | 0.18% | 110 |
|
|
2024
Q4 | $967K | Hold |
3,258
| – | – | 0.2% | 111 |
|
|
2024
Q3 | $884K | Hold |
3,258
| – | – | 0.18% | 113 |
|
|
2024
Q2 | $754K | Sell |
3,258
-30
| -0.9% | -$6.95K | 0.16% | 117 |
|
|
2024
Q1 | $749K | Hold |
3,288
| – | – | 0.16% | 120 |
|
|
2023
Q4 | $616K | Hold |
3,288
| – | – | 0.14% | 124 |
|
|
2023
Q3 | $491K | Sell |
3,288
-5
| -0.2% | -$746 | 0.13% | 133 |
|
|
2023
Q2 | $574K | Sell |
3,293
-9
| -0.3% | -$1.57K | 0.14% | 126 |
|
|
2023
Q1 | $545K | Sell |
3,302
-4
| -0.1% | -$660 | 0.14% | 127 |
|
|
2022
Q4 | $488K | Sell |
3,306
-56
| -2% | -$8.27K | 0.13% | 131 |
|
|
2022
Q3 | $454K | Hold |
3,362
| – | – | 0.13% | 127 |
|
|
2022
Q2 | $466K | Hold |
3,362
| – | – | 0.13% | 125 |
|
|
2022
Q1 | $629K | Sell |
3,362
-34
| -1% | -$6.36K | 0.15% | 122 |
|
|
2021
Q4 | $556K | Buy |
3,396
+34
| +1% | +$5.57K | 0.13% | 122 |
|
|
2021
Q3 | $563K | Hold |
3,362
| – | – | 0.14% | 117 |
|
|
2021
Q2 | $556K | Sell |
3,362
-17
| -0.5% | -$2.81K | 0.14% | 120 |
|
|
2021
Q1 | $478K | Sell |
3,379
-67
| -2% | -$9.48K | 0.12% | 121 |
|
|
2020
Q4 | $417K | Sell |
3,446
-100
| -3% | -$12.1K | 0.11% | 123 |
|
|
2020
Q3 | $355K | Sell |
3,546
-15
| -0.4% | -$1.5K | 0.11% | 127 |
|
|
2020
Q2 | $339K | Sell |
3,561
-116
| -3% | -$11K | 0.11% | 126 |
|
|
2020
Q1 | $315K | Sell |
3,677
-50
| -1% | -$4.28K | 0.13% | 120 |
|
|
2019
Q4 | $464K | Hold |
3,727
| – | – | 0.15% | 118 |
|
|
2019
Q3 | $441K | Sell |
3,727
-100
| -3% | -$11.8K | 0.15% | 120 |
|
|
2019
Q2 | $472K | Hold |
3,827
| – | – | 0.16% | 120 |
|
|
2019
Q1 | $418K | Sell |
3,827
-553
| -13% | -$60.4K | 0.14% | 120 |
|
|
2018
Q4 | $418K | Sell |
4,380
-2,315
| -35% | -$221K | 0.16% | 121 |
|
|
2018
Q3 | $713K | Sell |
6,695
-47
| -0.7% | -$5.01K | 0.24% | 100 |
|
|
2018
Q2 | $661K | Sell |
6,742
-135
| -2% | -$13.2K | 0.24% | 102 |
|
|
2018
Q1 | $641K | Hold |
6,877
| – | – | 0.32% | 75 |
|
|
2017
Q4 | $682K | Buy |
6,877
+100
| +1% | +$9.92K | 0.33% | 78 |
|
|
2017
Q3 | $613K | Hold |
6,777
| – | – | 0.31% | 81 |
|
|
2017
Q2 | $570K | Hold |
6,777
| – | – | 0.26% | 87 |
|
|
2017
Q1 | $536K | Hold |
6,777
| – | – | 0.32% | 78 |
|
|
2016
Q4 | $502K | Sell |
6,777
-133
| -2% | -$9.85K | 0.3% | 79 |
|
|
2016
Q3 | $442K | Hold |
6,910
| – | – | 0.27% | 82 |
|
|
2016
Q2 | $419K | Hold |
6,910
| – | – | 0.25% | 81 |
|
|
2016
Q1 | $424K | Buy |
6,910
+1,100
| +19% | +$67.5K | 0.26% | 82 |
|
|
2015
Q4 | $404K | Hold |
5,810
| – | – | 0.25% | 80 |
|
|
2015
Q3 | $430K | Hold |
5,810
| – | – | 0.29% | 79 |
|
|
2015
Q2 | $451K | Sell |
5,810
-200
| -3% | -$15.5K | 0.26% | 82 |
|
|
2015
Q1 | $469K | Hold |
6,010
| – | – | 0.29% | 78 |
|
|
2014
Q4 | $559K | Hold |
6,010
| – | – | 0.34% | 75 |
|
|
2014
Q3 | $526K | Hold |
6,010
| – | – | 0.32% | 83 |
|
|
2014
Q2 | $570K | Hold |
6,010
| – | – | 0.35% | 80 |
|
|
2014
Q1 | $541K | Hold |
6,010
| – | – | 0.35% | 74 |
|
|
2013
Q4 | $545K | Hold |
6,010
| – | – | 0.35% | 75 |
|
|
2013
Q3 | $453K | Hold |
6,010
| – | – | 0.31% | 81 |
|
|
2013
Q2 | $449K | Buy |
+6,010
| New | +$449K | 0.31% | 79 |
|