Herbst Group’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 | $3.59M | Buy |
11,243
+51
| +0.5% | +$16.3K | 2.15% | 21 |
|
|
2025
Q1 | $3.01M | Sell |
11,192
-944
| -8% | -$254K | 2.13% | 23 |
|
|
2024
Q4 | $3.6M | Sell |
12,136
-1,905
| -14% | -$565K | 2.25% | 17 |
|
|
2024
Q3 | $3.81M | Buy |
14,041
+760
| +6% | +$206K | 2.36% | 16 |
|
|
2024
Q2 | $3.08M | Buy |
13,281
+325
| +3% | +$75.3K | 1.87% | 22 |
|
|
2024
Q1 | $2.95M | Buy |
12,956
+250
| +2% | +$56.9K | 1.83% | 23 |
|
|
2023
Q4 | $2.38M | Buy |
12,706
+106
| +0.8% | +$19.9K | 1.53% | 30 |
|
|
2023
Q3 | $1.88M | Buy |
12,600
+1,000
| +9% | +$149K | 1.34% | 32 |
|
|
2023
Q2 | $2.02M | Buy |
11,600
+100
| +0.9% | +$17.4K | 1.4% | 31 |
|
|
2023
Q1 | $1.9M | Buy |
11,500
+100
| +0.9% | +$16.5K | 1.34% | 31 |
|
|
2022
Q4 | $1.68M | Buy |
11,400
+300
| +3% | +$44.3K | 1.36% | 30 |
|
|
2022
Q3 | $1.5M | Buy |
11,100
+700
| +7% | +$94.5K | 1.23% | 36 |
|
|
2022
Q2 | $1.46M | Hold |
10,400
| – | – | 1.15% | 40 |
|
|
2022
Q1 | $1.95M | Buy |
10,400
+200
| +2% | +$37.4K | 1.27% | 38 |
|
|
2021
Q4 | $1.67M | Buy |
+10,200
| New | +$1.67M | 1.03% | 47 |
|