HA
HC Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
937
| – | – | 0.21% | 45 |
|
|
2025
Q1 | $252K | Buy |
937
+2
| +0.2% | +$538 | 0.19% | 46 |
|
|
2024
Q4 | $278K | Buy |
+935
| New | +$278K | 0.22% | 45 |
|
|
2024
Q2 | – | Sell |
-2,114
| Closed | -$481K | – | 53 |
|
|
2024
Q1 | $481K | Buy |
2,114
+1
| +0% | +$228 | 0.23% | 58 |
|
|
2023
Q4 | $396K | Buy |
2,113
+1
| +0% | +$187 | 0.22% | 61 |
|
|
2023
Q3 | $315K | Buy |
2,112
+1
| +0% | +$149 | 0.19% | 62 |
|
|
2023
Q2 | $368K | Buy |
2,111
+1
| +0% | +$174 | 0.21% | 60 |
|
|
2023
Q1 | $348K | Buy |
2,110
+1
| +0% | +$165 | 0.22% | 59 |
|
|
2022
Q4 | $312K | Hold |
2,109
| – | – | 0.21% | 64 |
|
|
2022
Q3 | $285K | Buy |
2,109
+1
| +0% | +$135 | 0.2% | 64 |
|
|
2022
Q2 | $292K | Buy |
2,108
+1
| +0% | +$139 | 0.21% | 61 |
|
|
2022
Q1 | $394K | Buy |
2,107
+1
| +0% | +$187 | 0.25% | 52 |
|
|
2021
Q4 | $345K | Hold |
2,106
| – | – | 0.21% | 55 |
|
|
2021
Q3 | $353K | Buy |
2,106
+1
| +0% | +$168 | 0.23% | 54 |
|
|
2021
Q2 | $348K | Sell |
2,105
-20
| -0.9% | -$3.31K | 0.21% | 55 |
|
|
2021
Q1 | $301K | Buy |
2,125
+1
| +0% | +$142 | 0.19% | 59 |
|
|
2020
Q4 | $257K | Buy |
2,124
+1
| +0% | +$121 | 0.18% | 72 |
|
|
2020
Q3 | $213K | Buy |
2,123
+1
| +0% | +$100 | 0.17% | 66 |
|
|
2020
Q2 | $202K | Buy |
+2,122
| New | +$202K | 0.17% | 77 |
|