Hendley & Co’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 | $1.08M | Buy |
3,390
+375
| +12% | +$120K | 0.38% | 36 |
|
|
2025
Q1 | $811K | Buy |
3,015
+65
| +2% | +$17.5K | 0.28% | 40 |
|
|
2024
Q4 | $876K | Hold |
2,950
| – | – | 0.31% | 43 |
|
|
2024
Q3 | $800K | Buy |
2,950
+450
| +18% | +$122K | 0.28% | 45 |
|
|
2024
Q2 | $579K | Buy |
+2,500
| New | +$579K | 0.21% | 44 |
|
|
2017
Q1 | – | Sell |
-3,135
| Closed | -$232K | – | 53 |
|
|
2016
Q4 | $232K | Sell |
3,135
-42,424
| -93% | -$3.14M | 0.15% | 54 |
|
|
2016
Q3 | $2.92M | Sell |
45,559
-1,126
| -2% | -$72.1K | 1.84% | 23 |
|
|
2016
Q2 | $2.84M | Sell |
46,685
-160
| -0.3% | -$9.72K | 1.74% | 23 |
|
|
2016
Q1 | $2.88M | Sell |
46,845
-250
| -0.5% | -$15.3K | 1.79% | 24 |
|
|
2015
Q4 | $3.28M | Buy |
47,095
+16,118
| +52% | +$1.12M | 2.13% | 18 |
|
|
2015
Q3 | $2.3M | Sell |
30,977
-85
| -0.3% | -$6.3K | 1.56% | 28 |
|
|
2015
Q2 | $2.41M | Buy |
31,062
+175
| +0.6% | +$13.6K | 1.5% | 25 |
|
|
2015
Q1 | $2.41M | Buy |
30,887
+13,310
| +76% | +$1.04M | 1.45% | 30 |
|
|
2014
Q4 | $1.64M | Buy |
17,577
+8,315
| +90% | +$773K | 1.06% | 40 |
|
|
2014
Q3 | $811K | Buy |
9,262
+950
| +11% | +$83.2K | 0.52% | 54 |
|
|
2014
Q2 | $789K | Buy |
+8,312
| New | +$789K | 0.51% | 54 |
|