Hazlett, Burt & Watson’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
2,215
-60
| -3% | -$19.1K | 0.29% | 82 |
|
|
2025
Q1 | $612K | Buy |
2,275
+76
| +3% | +$20.4K | 0.28% | 83 |
|
|
2024
Q4 | $651K | Buy |
2,199
+46
| +2% | +$13.6K | 0.29% | 78 |
|
|
2024
Q3 | $584K | Buy |
2,153
+127
| +6% | +$34.4K | 0.27% | 81 |
|
|
2024
Q2 | $469K | Sell |
2,026
-80
| -4% | -$18.5K | 0.24% | 88 |
|
|
2024
Q1 | $480K | Buy |
2,106
+1
| +0% | +$228 | 0.29% | 69 |
|
|
2023
Q4 | $393K | Hold |
2,105
| – | – | 0.26% | 77 |
|
|
2023
Q3 | $314K | Sell |
2,105
-48
| -2% | -$7.16K | 0.23% | 88 |
|
|
2023
Q2 | $376K | Sell |
2,153
-43
| -2% | -$7.51K | 0.28% | 72 |
|
|
2023
Q1 | $362K | Buy |
2,196
+234
| +12% | +$38.6K | 0.3% | 73 |
|
|
2022
Q4 | $290K | Hold |
1,962
| – | – | 0.25% | 88 |
|
|
2022
Q3 | $265K | Hold |
1,962
| – | – | 0.26% | 82 |
|
|
2022
Q2 | $273K | Hold |
1,962
| – | – | 0.25% | 86 |
|
|
2022
Q1 | $366K | Buy |
+1,962
| New | +$366K | 0.29% | 72 |
|