HWA
HHM Wealth Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
1,210
-243
| -17% | -$77.5K | 0.05% | 132 |
|
|
2025
Q1 | $391K | Hold |
1,453
| – | – | 0.05% | 125 |
|
|
2024
Q4 | $431K | Sell |
1,453
-33
| -2% | -$9.79K | 0.06% | 116 |
|
|
2024
Q3 | $403K | Hold |
1,486
| – | – | 0.06% | 105 |
|
|
2024
Q2 | $344K | Hold |
1,486
| – | – | 0.05% | 119 |
|
|
2024
Q1 | $338K | Hold |
1,486
| – | – | 0.06% | 103 |
|
|
2023
Q4 | $278K | Buy |
1,486
+170
| +13% | +$31.8K | 0.05% | 109 |
|
|
2023
Q3 | $196K | Hold |
1,316
| – | – | 0.04% | 130 |
|
|
2023
Q2 | $229K | Hold |
1,316
| – | – | 0.04% | 127 |
|
|
2023
Q1 | $217K | Hold |
1,316
| – | – | 0.04% | 122 |
|
|
2022
Q4 | $194K | Sell |
1,316
-55
| -4% | -$8.13K | 0.04% | 120 |
|
|
2022
Q3 | $185K | Sell |
1,371
-400
| -23% | -$54K | 0.05% | 112 |
|
|
2022
Q2 | $245K | Hold |
1,771
| – | – | 0.06% | 114 |
|
|
2022
Q1 | $331K | Hold |
1,771
| – | – | 0.08% | 104 |
|
|
2021
Q4 | $290K | Hold |
1,771
| – | – | 0.07% | 107 |
|
|
2021
Q3 | $297K | Hold |
1,771
| – | – | 0.08% | 96 |
|
|
2021
Q2 | $293K | Hold |
1,771
| – | – | 0.08% | 101 |
|
|
2021
Q1 | $250K | Buy |
1,771
+130
| +8% | +$18.4K | 0.08% | 98 |
|
|
2020
Q4 | $198K | Buy |
1,641
+235
| +17% | +$28.4K | 0.07% | 106 |
|
|
2020
Q3 | $141K | Buy |
1,406
+406
| +41% | +$40.7K | 0.06% | 114 |
|
|
2020
Q2 | $95K | Hold |
1,000
| – | – | 0.04% | 147 |
|
|
2020
Q1 | $86K | Buy |
+1,000
| New | +$86K | 0.04% | 132 |
|