Hibernia Wealth Partners’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 | $427K | Buy |
+1,337
| New | +$427K | 0.14% | 47 |
|
|
2024
Q4 | – | Sell |
-1,016
| Closed | -$275K | – | 60 |
|
|
2024
Q3 | $275K | Sell |
1,016
-32
| -3% | -$8.67K | 0.08% | 98 |
|
|
2024
Q2 | $242K | Buy |
+1,048
| New | +$242K | 0.08% | 75 |
|
|
2023
Q4 | – | Sell |
-31
| Closed | -$4.63K | – | 88 |
|
|
2023
Q3 | $4.63K | Buy |
+31
| New | +$4.63K | ﹤0.01% | 211 |
|