HBK Sorce Advisory’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 | $3.4M | Sell |
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|
2025
Q2 | $3.31M | Buy |
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|
2025
Q1 | $2.73M | Buy |
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|
2024
Q4 | $2.87M | Buy |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $4.21M | Buy |
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|
2022
Q3 | $1.79M | Buy |
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|
2022
Q2 | $891K | Sell |
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|
2022
Q1 | $2.59M | Sell |
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|
2021
Q4 | $2.59M | Sell |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.6M | Buy |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $1.69M | Buy |
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|
2019
Q2 | $1.76M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $982K | Sell |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $918K | Sell |
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|
2017
Q2 | $871K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $776K | Sell |
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|
2016
Q3 | $695K | Buy |
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|
2016
Q2 | $627K | Buy |
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|
2016
Q1 | $562K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $205K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $460K | Buy |
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|
2014
Q3 | $417K | Buy |
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|
2014
Q2 | $345K | Buy |
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|
2014
Q1 | $240K | Buy |
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|
2013
Q4 | $219K | Buy |
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