Hillsdale Investment 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 | $855K | Buy |
2,680
+40
| +2% | +$12.8K | 0.03% | 326 |
|
|
2025
Q1 | $710K | Buy |
2,640
+2,410
| +1,048% | +$648K | 0.04% | 310 |
|
|
2024
Q4 | $68.3K | Buy |
+230
| New | +$68.3K | ﹤0.01% | 442 |
|
|
2024
Q3 | – | Sell |
-2,700
| Closed | -$625K | – | 599 |
|
|
2024
Q2 | $625K | Buy |
2,700
+2,072
| +330% | +$480K | 0.05% | 263 |
|
|
2024
Q1 | $143K | Buy |
628
+560
| +824% | +$128K | 0.01% | 405 |
|
|
2023
Q4 | $12.7K | Sell |
68
-830
| -92% | -$155K | ﹤0.01% | 455 |
|
|
2023
Q3 | $134K | Buy |
898
+470
| +110% | +$70.1K | 0.01% | 371 |
|
|
2023
Q2 | $74.6K | Sell |
428
-220
| -34% | -$38.3K | 0.01% | 390 |
|
|
2023
Q1 | $107K | Sell |
648
-120
| -16% | -$19.8K | 0.01% | 453 |
|
|
2022
Q4 | $113K | Sell |
768
-3,410
| -82% | -$504K | 0.01% | 432 |
|
|
2022
Q3 | $564K | Buy |
4,178
+3,506
| +522% | +$473K | 0.05% | 297 |
|
|
2022
Q2 | $93K | Buy |
672
+571
| +565% | +$79K | 0.01% | 429 |
|
|
2022
Q1 | $19K | Sell |
101
-180
| -64% | -$33.9K | ﹤0.01% | 502 |
|
|
2021
Q4 | $46K | Sell |
281
-329
| -54% | -$53.9K | ﹤0.01% | 494 |
|
|
2021
Q3 | $102K | Buy |
610
+310
| +103% | +$51.8K | 0.01% | 435 |
|
|
2021
Q2 | $50K | Buy |
+300
| New | +$50K | ﹤0.01% | 463 |
|
|
2020
Q2 | – | Sell |
-4,170
| Closed | -$357K | – | 566 |
|
|
2020
Q1 | $357K | Sell |
4,170
-810
| -16% | -$69.3K | 0.04% | 350 |
|
|
2019
Q4 | $620K | Buy |
4,980
+50
| +1% | +$6.23K | 0.05% | 300 |
|
|
2019
Q3 | $583K | Sell |
4,930
-275
| -5% | -$32.5K | 0.05% | 302 |
|
|
2019
Q2 | $642K | Sell |
5,205
-305
| -6% | -$37.6K | 0.06% | 281 |
|
|
2019
Q1 | $602K | Buy |
5,510
+1,625
| +42% | +$178K | 0.05% | 234 |
|
|
2018
Q4 | $370K | Hold |
3,885
| – | – | 0.04% | 341 |
|
|
2018
Q3 | $414K | Hold |
3,885
| – | – | 0.05% | 218 |
|
|
2018
Q2 | $380K | Sell |
3,885
-145
| -4% | -$14.2K | 0.05% | 253 |
|
|
2018
Q1 | $376K | Buy |
4,030
+30
| +0.8% | +$2.8K | 0.05% | 237 |
|
|
2017
Q4 | $397K | Buy |
+4,000
| New | +$397K | 0.06% | 243 |
|
|
2016
Q3 | – | Sell |
-5,900
| Closed | -$359K | – | 503 |
|
|
2016
Q2 | $359K | Buy |
+5,900
| New | +$359K | 0.11% | 208 |
|
|
2014
Q2 | – | Sell |
-2,800
| Closed | -$252K | – | 541 |
|
|
2014
Q1 | $252K | Hold |
2,800
| – | – | 0.07% | 251 |
|
|
2013
Q4 | $254K | Sell |
2,800
-800
| -22% | -$72.6K | 0.07% | 260 |
|
|
2013
Q3 | $272K | Buy |
+3,600
| New | +$272K | 0.08% | 232 |
|