HCR Wealth Advisors’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 | $501K | Sell |
1,570
-504
| -24% | -$161K | 0.06% | 137 |
|
|
2025
Q1 | $558K | Sell |
2,074
-4
| -0.2% | -$1.08K | 0.07% | 130 |
|
|
2024
Q4 | $617K | Buy |
2,078
+3
| +0.1% | +$890 | 0.08% | 121 |
|
|
2024
Q3 | $563K | Hold |
2,075
| – | – | 0.07% | 131 |
|
|
2024
Q2 | $480K | Sell |
2,075
-64
| -3% | -$14.8K | 0.07% | 131 |
|
|
2024
Q1 | $487K | Sell |
2,139
-26
| -1% | -$5.92K | 0.07% | 131 |
|
|
2023
Q4 | $406K | Buy |
2,165
+390
| +22% | +$73.1K | 0.06% | 133 |
|
|
2023
Q3 | $265K | Hold |
1,775
| – | – | 0.06% | 135 |
|
|
2023
Q2 | $309K | Hold |
1,775
| – | – | 0.06% | 137 |
|
|
2023
Q1 | $293K | Hold |
1,775
| – | – | 0.06% | 144 |
|
|
2022
Q4 | $262K | Hold |
1,775
| – | – | 0.06% | 143 |
|
|
2022
Q3 | $239K | Hold |
1,775
| – | – | 0.05% | 150 |
|
|
2022
Q2 | $247K | Hold |
1,775
| – | – | 0.05% | 152 |
|
|
2022
Q1 | $332K | Hold |
1,775
| – | – | 0.05% | 149 |
|
|
2021
Q4 | $290K | Buy |
1,775
+10
| +0.6% | +$1.63K | 0.04% | 166 |
|
|
2021
Q3 | $296K | Hold |
1,765
| – | – | 0.05% | 166 |
|
|
2021
Q2 | $292K | Hold |
1,765
| – | – | 0.05% | 160 |
|
|
2021
Q1 | $250K | Sell |
1,765
-600
| -25% | -$85K | 0.05% | 160 |
|
|
2020
Q4 | $286K | Hold |
2,365
| – | – | 0.06% | 153 |
|
|
2020
Q3 | $237K | Hold |
2,365
| – | – | 0.05% | 147 |
|
|
2020
Q2 | $222K | Sell |
2,365
-372
| -14% | -$34.9K | 0.05% | 141 |
|
|
2020
Q1 | $234K | Hold |
2,737
| – | – | 0.07% | 134 |
|
|
2019
Q4 | $341K | Buy |
2,737
+600
| +28% | +$74.8K | 0.08% | 120 |
|
|
2019
Q3 | $253K | Sell |
2,137
-600
| -22% | -$71K | 0.08% | 132 |
|
|
2019
Q2 | $338K | Hold |
2,737
| – | – | 0.1% | 120 |
|
|
2019
Q1 | $299K | Buy |
2,737
+561
| +26% | +$61.3K | 0.09% | 137 |
|
|
2018
Q4 | $207K | Hold |
2,176
| – | – | 0.07% | 146 |
|
|
2018
Q3 | $227K | Hold |
2,176
| – | – | 0.07% | 139 |
|
|
2018
Q2 | $213K | Hold |
2,176
| – | – | 0.07% | 155 |
|
|
2018
Q1 | $203K | Buy |
+2,176
| New | +$203K | 0.07% | 155 |
|
|
2017
Q4 | – | Sell |
-2,221
| Closed | -$201K | – | 171 |
|
|
2017
Q3 | $201K | Buy |
+2,221
| New | +$201K | 0.08% | 154 |
|