HighMark Wealth 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 | $20.1K | Buy |
63
+20
| +47% | +$6.37K | 0.01% | 223 |
|
|
2025
Q1 | $11.5K | Hold |
43
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $12.7K | Hold |
43
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $11.5K | Buy |
43
+1
| +2% | +$268 | 0.01% | 271 |
|
|
2024
Q2 | $9.82K | Hold |
42
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $9.63K | Hold |
42
| – | – | 0.01% | 283 |
|
|
2023
Q4 | $7.9K | Hold |
42
| – | – | 0.01% | 300 |
|
|
2023
Q3 | $6.27K | Hold |
42
| – | – | 0.01% | 322 |
|
|
2023
Q2 | $7.29K | Sell |
42
-11
| -21% | -$1.91K | 0.01% | 302 |
|
|
2023
Q1 | $8.7K | Buy |
53
+3
| +6% | +$492 | 0.01% | 317 |
|
|
2022
Q4 | $7.33K | Buy |
50
+34
| +213% | +$4.98K | 0.01% | 297 |
|
|
2022
Q3 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 415 |
|
|
2022
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 423 |
|
|
2022
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 406 |
|
|
2021
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 394 |
|
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 407 |
|
|
2021
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $2K | Sell |
15
-20
| -57% | -$2.67K | ﹤0.01% | 414 |
|
|
2020
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 346 |
|
|
2020
Q3 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 335 |
|
|
2020
Q2 | – | Sell |
-71
| Closed | -$6K | – | 430 |
|
|
2020
Q1 | $6K | Sell |
71
-4
| -5% | -$338 | 0.01% | 201 |
|
|
2019
Q4 | $9K | Buy |
+75
| New | +$9K | 0.01% | 217 |
|