HGA
Hobbs Group Advisors’s American Express AXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $887K | Hold |
2,781
| – | – | 0.3% | 62 |
|
2025
Q1 | $748K | Sell |
2,781
-82
| -3% | -$22.1K | 0.28% | 73 |
|
2024
Q4 | $850K | Hold |
2,863
| – | – | 0.32% | 60 |
|
2024
Q3 | $776K | Hold |
2,863
| – | – | 0.28% | 64 |
|
2024
Q2 | $663K | Buy |
+2,863
| New | +$663K | 0.25% | 70 |
|
2023
Q4 | $536K | Buy |
+2,863
| New | +$536K | 0.24% | 66 |
|