HCL
Heard Capital LLC’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Sell |
385,995
-16,470
| -4% | -$5.25M | 6.43% | 9 |
|
|
2025
Q1 | $108M | Buy |
402,465
+21,335
| +6% | +$5.74M | 6.43% | 8 |
|
|
2024
Q4 | $113M | Buy |
381,130
+7,203
| +2% | +$2.14M | 6.73% | 9 |
|
|
2024
Q3 | $101M | Sell |
373,927
-3,253
| -0.9% | -$882K | 5.69% | 10 |
|
|
2024
Q2 | $87.3M | Sell |
377,180
-18,055
| -5% | -$4.18M | 5.33% | 9 |
|
|
2024
Q1 | $90M | Sell |
395,235
-55,744
| -12% | -$12.7M | 5.64% | 9 |
|
|
2023
Q4 | $84.5M | Sell |
450,979
-27,919
| -6% | -$5.23M | 5.61% | 8 |
|
|
2023
Q3 | $71.4M | Buy |
478,898
+99,983
| +26% | +$14.9M | 5.27% | 10 |
|
|
2023
Q2 | $66M | Buy |
378,915
+163,423
| +76% | +$28.5M | 5.02% | 12 |
|
|
2023
Q1 | $35.5M | Buy |
+215,492
| New | +$35.5M | 2.93% | 14 |
|