Hazlett, Burt & Watson’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
$705K Sell
2025
Q1
$612K Buy
2024
Q4
$651K Buy
2024
Q3
$584K Buy
2024
Q2
$469K Sell
2024
Q1
$480K Buy
2023
Q4
$393K Hold
2023
Q3
$314K Sell
2023
Q2
$376K Sell
2023
Q1
$362K Buy
2022
Q4
$290K Hold
2022
Q3
$265K Hold
2022
Q2
$273K Hold
2022
Q1
$366K Buy