Hendershot Investments’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 | $7.66M | Sell |
24,029
-332
| -1% | -$106K | 1.02% | 34 |
|
|
2025
Q1 | $6.55M | Sell |
24,361
-4
| -0% | -$1.08K | 0.89% | 34 |
|
|
2024
Q4 | $7.23M | Sell |
24,365
-7
| -0% | -$2.08K | 0.99% | 34 |
|
|
2024
Q3 | $6.61M | Sell |
24,372
-3,900
| -14% | -$1.06M | 0.9% | 35 |
|
|
2024
Q2 | $6.55M | Sell |
28,272
-287
| -1% | -$66.5K | 0.94% | 34 |
|
|
2024
Q1 | $6.5M | Hold |
28,559
| – | – | 0.93% | 34 |
|
|
2023
Q4 | $5.35M | Hold |
28,559
| – | – | 0.82% | 35 |
|
|
2023
Q3 | $4.26M | Sell |
28,559
-31
| -0.1% | -$4.63K | 0.71% | 35 |
|
|
2023
Q2 | $4.98M | Sell |
28,590
-15
| -0.1% | -$2.61K | 0.8% | 35 |
|
|
2023
Q1 | $4.72M | Hold |
28,605
| – | – | 0.79% | 35 |
|
|
2022
Q4 | $4.23M | Sell |
28,605
-25
| -0.1% | -$3.69K | 0.71% | 39 |
|
|
2022
Q3 | $3.86M | Hold |
28,630
| – | – | 0.73% | 42 |
|
|
2022
Q2 | $3.97M | Hold |
28,630
| – | – | 0.7% | 42 |
|
|
2022
Q1 | $5.35M | Hold |
28,630
| – | – | 0.82% | 40 |
|
|
2021
Q4 | $4.68M | Sell |
28,630
-800
| -3% | -$131K | 0.71% | 43 |
|
|
2021
Q3 | $4.93M | Buy |
+29,430
| New | +$4.93M | 0.93% | 40 |
|