HB Wealth Management’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 | $19.1M | Sell |
59,986
-3,498
| -6% | -$1.12M | 0.15% | 77 |
|
|
2025
Q1 | $17.1M | Buy |
63,484
+5,710
| +10% | +$1.54M | 0.14% | 84 |
|
|
2024
Q4 | $17.1M | Buy |
57,774
+211
| +0.4% | +$62.6K | 0.18% | 63 |
|
|
2024
Q3 | $15.6M | Buy |
57,563
+1,415
| +3% | +$384K | 0.17% | 68 |
|
|
2024
Q2 | $13M | Buy |
56,148
+657
| +1% | +$152K | 0.15% | 71 |
|
|
2024
Q1 | $12.6M | Buy |
55,491
+1,919
| +4% | +$437K | 0.16% | 71 |
|
|
2023
Q4 | $10M | Sell |
53,572
-1,412
| -3% | -$265K | 0.14% | 79 |
|
|
2023
Q3 | $8.2M | Buy |
54,984
+2,197
| +4% | +$328K | 0.13% | 82 |
|
|
2023
Q2 | $9.2M | Buy |
52,787
+2,140
| +4% | +$373K | 0.15% | 73 |
|
|
2023
Q1 | $8.35M | Buy |
50,647
+2,545
| +5% | +$420K | 0.14% | 74 |
|
|
2022
Q4 | $7.11M | Sell |
48,102
-506
| -1% | -$74.8K | 0.13% | 86 |
|
|
2022
Q3 | $6.56M | Buy |
48,608
+10,060
| +26% | +$1.36M | 0.14% | 74 |
|
|
2022
Q2 | $5.34M | Buy |
38,548
+9,566
| +33% | +$1.33M | 0.11% | 91 |
|
|
2022
Q1 | $5.42M | Buy |
28,982
+3,229
| +13% | +$604K | 0.1% | 100 |
|
|
2021
Q4 | $4.21M | Buy |
+25,753
| New | +$4.21M | 0.08% | 95 |
|