HighTower Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143M | Sell |
448,038
-4,221
| -0.9% | -$1.35M | 0.18% | 124 |
|
|
2025
Q1 | $122M | Sell |
452,259
-106,293
| -19% | -$28.6M | 0.17% | 138 |
|
|
2024
Q4 | $166M | Sell |
558,552
-5,235
| -0.9% | -$1.55M | 0.23% | 96 |
|
|
2024
Q3 | $153M | Buy |
563,787
+44,931
| +9% | +$12.2M | 0.22% | 99 |
|
|
2024
Q2 | $120M | Sell |
518,856
-25,619
| -5% | -$5.93M | 0.19% | 120 |
|
|
2024
Q1 | $124M | Sell |
544,475
-6,758
| -1% | -$1.54M | 0.2% | 112 |
|
|
2023
Q4 | $103M | Buy |
551,233
+54,752
| +11% | +$10.3M | 0.17% | 129 |
|
|
2023
Q3 | $74.1M | Buy |
496,481
+69,779
| +16% | +$10.4M | 0.14% | 155 |
|
|
2023
Q2 | $74.3M | Buy |
426,702
+23,149
| +6% | +$4.03M | 0.15% | 153 |
|
|
2023
Q1 | $66.4M | Sell |
403,553
-8,819
| -2% | -$1.45M | 0.15% | 169 |
|
|
2022
Q4 | $61M | Buy |
412,372
+35,095
| +9% | +$5.19M | 0.14% | 169 |
|
|
2022
Q3 | $50.8M | Sell |
377,277
-28,289
| -7% | -$3.81M | 0.14% | 168 |
|
|
2022
Q2 | $56.2M | Sell |
405,566
-18,451
| -4% | -$2.56M | 0.15% | 151 |
|
|
2022
Q1 | $79.3M | Buy |
424,017
+16,225
| +4% | +$3.03M | 0.18% | 119 |
|
|
2021
Q4 | $66.7M | Buy |
407,792
+30,183
| +8% | +$4.94M | 0.15% | 155 |
|
|
2021
Q3 | $63.3M | Buy |
377,609
+5,553
| +1% | +$931K | 0.17% | 126 |
|
|
2021
Q2 | $61.5M | Buy |
372,056
+538
| +0.1% | +$88.9K | 0.18% | 120 |
|
|
2021
Q1 | $52.5M | Buy |
371,518
+8,860
| +2% | +$1.25M | 0.17% | 132 |
|
|
2020
Q4 | $43.8M | Buy |
362,658
+52,338
| +17% | +$6.32M | 0.18% | 116 |
|
|
2020
Q3 | $31.1M | Sell |
310,320
-89,953
| -22% | -$9.02M | 0.15% | 139 |
|
|
2020
Q2 | $38.2M | Sell |
400,273
-26,787
| -6% | -$2.55M | 0.21% | 104 |
|
|
2020
Q1 | $36.6M | Buy |
+427,060
| New | +$36.6M | 0.24% | 94 |
|
|
2019
Q4 | – | Sell |
-422,175
| Closed | -$50M | – | 2205 |
|
|
2019
Q3 | $50M | Buy |
422,175
+36,125
| +9% | +$4.28M | 0.27% | 75 |
|
|
2019
Q2 | $47.7M | Buy |
386,050
+5,887
| +2% | +$727K | 0.28% | 80 |
|
|
2019
Q1 | $41.5M | Sell |
380,163
-2,926
| -0.8% | -$320K | 0.28% | 72 |
|
|
2018
Q4 | $36.5M | Sell |
383,089
-23,819
| -6% | -$2.27M | 0.28% | 76 |
|
|
2018
Q3 | $43.3M | Sell |
406,908
-2,257
| -0.6% | -$240K | 0.31% | 62 |
|
|
2018
Q2 | $40.2M | Buy |
409,165
+25,419
| +7% | +$2.5M | 0.31% | 61 |
|
|
2018
Q1 | $35.8M | Buy |
383,746
+31,240
| +9% | +$2.92M | 0.3% | 68 |
|
|
2017
Q4 | $35.1M | Sell |
352,506
-11,654
| -3% | -$1.16M | 0.29% | 73 |
|
|
2017
Q3 | $33M | Buy |
364,160
+25,361
| +7% | +$2.3M | 0.28% | 78 |
|
|
2017
Q2 | $28.5M | Buy |
338,799
+100,008
| +42% | +$8.43M | 0.26% | 79 |
|
|
2017
Q1 | $18.9M | Sell |
238,791
-13,065
| -5% | -$1.03M | 0.18% | 117 |
|
|
2016
Q4 | $18.7M | Buy |
251,856
+27,375
| +12% | +$2.03M | 0.2% | 100 |
|
|
2016
Q3 | $14.4M | Sell |
224,481
-10,139
| -4% | -$649K | 0.17% | 128 |
|
|
2016
Q2 | $14.2M | Sell |
234,620
-27,687
| -11% | -$1.68M | 0.18% | 119 |
|
|
2016
Q1 | $16.1M | Sell |
262,307
-40,173
| -13% | -$2.47M | 0.05% | 114 |
|
|
2015
Q4 | $21M | Sell |
302,480
-44,419
| -13% | -$3.09M | 0.25% | 91 |
|
|
2015
Q3 | $25.7M | Buy |
+346,899
| New | +$25.7M | 0.34% | 57 |
|
|
2015
Q2 | – | Sell |
-165,384
| Closed | -$12.9M | – | 1557 |
|
|
2015
Q1 | $12.9M | Buy |
165,384
+7,216
| +5% | +$564K | 0.19% | 117 |
|
|
2014
Q4 | $14.7M | Buy |
158,168
+7,088
| +5% | +$659K | 0.23% | 102 |
|
|
2014
Q3 | $13.2M | Buy |
151,080
+6,443
| +4% | +$564K | 0.22% | 100 |
|
|
2014
Q2 | $13.7M | Buy |
144,637
+7,168
| +5% | +$680K | 0.24% | 93 |
|
|
2014
Q1 | $12.4M | Sell |
137,469
-123
| -0.1% | -$11.1K | 0.24% | 89 |
|
|
2013
Q4 | $12.5M | Buy |
137,592
+20,824
| +18% | +$1.89M | 0.26% | 87 |
|
|
2013
Q3 | $8.82M | Sell |
116,768
-1,753
| -1% | -$132K | 0.22% | 101 |
|
|
2013
Q2 | $8.86M | Buy |
+118,521
| New | +$8.86M | 0.24% | 91 |
|