HIS
Horizon Investment Services’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
13,010
-2,073
| -14% | -$661K | 1.82% | 15 |
|
|
2025
Q1 | $4.06M | Sell |
15,083
-128
| -0.8% | -$34.4K | 1.97% | 17 |
|
|
2024
Q4 | $4.51M | Buy |
15,211
+655
| +4% | +$194K | 1.92% | 16 |
|
|
2024
Q3 | $3.95M | Buy |
14,556
+6,385
| +78% | +$1.73M | 1.69% | 20 |
|
|
2024
Q2 | $1.89M | Buy |
+8,171
| New | +$1.89M | 0.89% | 40 |
|
|
2023
Q4 | – | Sell |
-19,391
| Closed | -$2.89M | – | 108 |
|
|
2023
Q3 | $2.89M | Sell |
19,391
-1,686
| -8% | -$252K | 1.74% | 16 |
|
|
2023
Q2 | $3.67M | Sell |
21,077
-313
| -1% | -$54.5K | 2.24% | 10 |
|
|
2023
Q1 | $3.53M | Buy |
21,390
+697
| +3% | +$115K | 2.26% | 10 |
|
|
2022
Q4 | $3.06M | Buy |
+20,693
| New | +$3.06M | 2.22% | 11 |
|
|
2014
Q1 | – | Sell |
-2,940
| Closed | -$267K | – | 122 |
|
|
2013
Q4 | $267K | Sell |
2,940
-195
| -6% | -$17.7K | 0.16% | 89 |
|
|
2013
Q3 | $237K | Sell |
3,135
-31,916
| -91% | -$2.41M | 0.16% | 88 |
|
|
2013
Q2 | $2.62M | Buy |
+35,051
| New | +$2.62M | 2.08% | 17 |
|