Hennion & Walsh Asset 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 | $5.17M | Buy |
16,208
+70
| +0.4% | +$22.3K | 0.21% | 108 |
|
|
2025
Q1 | $4.34M | Buy |
16,138
+201
| +1% | +$54.1K | 0.19% | 124 |
|
|
2024
Q4 | $4.73M | Sell |
15,937
-610
| -4% | -$181K | 0.21% | 102 |
|
|
2024
Q3 | $4.49M | Sell |
16,547
-132
| -0.8% | -$35.8K | 0.21% | 112 |
|
|
2024
Q2 | $3.86M | Sell |
16,679
-624
| -4% | -$144K | 0.2% | 124 |
|
|
2024
Q1 | $3.94M | Sell |
17,303
-1,106
| -6% | -$252K | 0.21% | 119 |
|
|
2023
Q4 | $3.45M | Buy |
18,409
+2,636
| +17% | +$494K | 0.2% | 133 |
|
|
2023
Q3 | $2.35M | Buy |
15,773
+5,495
| +53% | +$820K | 0.15% | 181 |
|
|
2023
Q2 | $1.79M | Buy |
10,278
+3,435
| +50% | +$598K | 0.11% | 233 |
|
|
2023
Q1 | $1.13M | Buy |
6,843
+3,074
| +82% | +$507K | 0.07% | 336 |
|
|
2022
Q4 | $557K | Buy |
+3,769
| New | +$557K | 0.03% | 478 |
|