Hemington Wealth Management’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 | $550K | Buy |
1,725
+64
| +4% | +$20.4K | 0.08% | 72 |
|
|
2025
Q1 | $446K | Buy |
1,661
+38
| +2% | +$10.2K | 0.07% | 80 |
|
|
2024
Q4 | $481K | Buy |
1,623
+53
| +3% | +$15.7K | 0.12% | 75 |
|
|
2024
Q3 | $424K | Buy |
1,570
+14
| +0.9% | +$3.78K | 0.11% | 80 |
|
|
2024
Q2 | $360K | Buy |
1,556
+38
| +3% | +$8.79K | 0.12% | 86 |
|
|
2024
Q1 | $346K | Sell |
1,518
-44
| -3% | -$10K | 0.13% | 89 |
|
|
2023
Q4 | $293K | Hold |
1,562
| – | – | 0.11% | 87 |
|
|
2023
Q3 | $233K | Sell |
1,562
-64
| -4% | -$9.55K | 0.11% | 83 |
|
|
2023
Q2 | $283K | Sell |
1,626
-32
| -2% | -$5.57K | 0.11% | 85 |
|
|
2023
Q1 | $273K | Hold |
1,658
| – | – | 0.11% | 85 |
|
|
2022
Q4 | $244K | Buy |
1,658
+29
| +2% | +$4.27K | 0.1% | 87 |
|
|
2022
Q3 | $220K | Buy |
1,629
+15
| +0.9% | +$2.03K | 0.1% | 90 |
|
|
2022
Q2 | $224K | Sell |
1,614
-35
| -2% | -$4.86K | 0.09% | 95 |
|
|
2022
Q1 | $308K | Buy |
+1,649
| New | +$308K | 0.1% | 88 |
|
|
2021
Q4 | – | Sell |
-1,644
| Closed | -$275K | – | 84 |
|
|
2021
Q3 | $275K | Buy |
1,644
+19
| +1% | +$3.18K | 0.1% | 81 |
|
|
2021
Q2 | $268K | Buy |
1,625
+8
| +0.5% | +$1.32K | 0.11% | 76 |
|
|
2021
Q1 | $229K | Buy |
+1,617
| New | +$229K | 0.1% | 83 |
|