HB Wealth 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
Q3 | $21.7M | Buy |
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|
2025
Q2 | $19.1M | Sell |
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|
2025
Q1 | $17.1M | Buy |
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|
2024
Q4 | $17.1M | Buy |
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|
2024
Q3 | $15.6M | Buy |
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|
2024
Q2 | $13M | Buy |
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|
2024
Q1 | $12.6M | Buy |
|
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $8.2M | Buy |
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|
2023
Q2 | $9.2M | Buy |
|
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|
2023
Q1 | $8.35M | Buy |
|
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|
2022
Q4 | $7.11M | Sell |
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|
2022
Q3 | $6.56M | Buy |
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|
2022
Q2 | $5.34M | Buy |
|
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|
2022
Q1 | $5.42M | Buy |
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|
2021
Q4 | $4.21M | Buy |
|