HAG
HighPoint Advisor Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82M | Sell |
30,772
-604
| -2% | -$193K | 0.52% | 34 |
|
|
2025
Q1 | $8.38M | Sell |
31,376
-37
| -0.1% | -$9.88K | 0.49% | 36 |
|
|
2024
Q4 | $9.72M | Buy |
31,413
+1,143
| +4% | +$354K | 0.53% | 34 |
|
|
2024
Q3 | $8.25M | Buy |
30,270
+1,213
| +4% | +$331K | 0.48% | 35 |
|
|
2024
Q2 | $7.34M | Buy |
29,057
+188
| +0.7% | +$47.5K | 0.44% | 40 |
|
|
2024
Q1 | $6.89M | Sell |
28,869
-329
| -1% | -$78.5K | 0.49% | 36 |
|
|
2023
Q4 | $6.6M | Buy |
+29,198
| New | +$6.6M | 0.47% | 35 |
|
|
2022
Q2 | $3.7M | Buy |
+26,749
| New | +$3.7M | 0.4% | 50 |
|
|
2021
Q3 | $3.64M | Buy |
21,739
+739
| +4% | +$124K | 0.36% | 56 |
|
|
2021
Q2 | $3.47M | Buy |
21,000
+3,339
| +19% | +$552K | 0.35% | 60 |
|
|
2021
Q1 | $2.6M | Buy |
17,661
+388
| +2% | +$57.2K | 0.3% | 71 |
|
|
2020
Q4 | $2.19M | Buy |
+17,273
| New | +$2.19M | 0.27% | 81 |
|