HCR Wealth Advisors’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 | $518K | Sell |
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|
2025
Q2 | $501K | Sell |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $617K | Buy |
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|
2024
Q3 | $563K | Hold |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $487K | Sell |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $293K | Hold |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $296K | Hold |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $237K | Hold |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $234K | Hold |
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|
2019
Q4 | $341K | Buy |
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|
2019
Q3 | $253K | Sell |
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|
2019
Q2 | $338K | Hold |
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|
2019
Q1 | $299K | Buy |
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|
2018
Q4 | $207K | Hold |
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|
2018
Q3 | $227K | Hold |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $203K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $201K | Buy |
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