HWM
Hohimer Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
5,581
-26
| -0.5% | -$8.29K | 0.32% | 83 |
|
|
2025
Q1 | $1.51M | Sell |
5,607
-222
| -4% | -$59.7K | 0.29% | 88 |
|
|
2024
Q4 | $1.73M | Buy |
5,829
+37
| +0.6% | +$11K | 0.33% | 88 |
|
|
2024
Q3 | $1.57M | Buy |
5,792
+149
| +3% | +$40.4K | 0.34% | 84 |
|
|
2024
Q2 | $1.31M | Sell |
5,643
-46
| -0.8% | -$10.7K | 0.3% | 86 |
|
|
2024
Q1 | $1.3M | Buy |
5,689
+421
| +8% | +$95.9K | 0.3% | 91 |
|
|
2023
Q4 | $987K | Buy |
5,268
+73
| +1% | +$13.7K | 0.25% | 115 |
|
|
2023
Q3 | $775K | Sell |
5,195
-87
| -2% | -$13K | 0.22% | 118 |
|
|
2023
Q2 | $920K | Sell |
5,282
-207
| -4% | -$36.1K | 0.25% | 102 |
|
|
2023
Q1 | $905K | Buy |
5,489
+3,718
| +210% | +$613K | 0.26% | 99 |
|
|
2022
Q4 | $262K | Buy |
+1,771
| New | +$262K | 0.08% | 141 |
|