Houlihan Financial Resource Group’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 | $432K | Hold |
1,357
| – | – | 0.18% | 77 |
|
|
2025
Q1 | $365K | Hold |
1,357
| – | – | 0.16% | 82 |
|
|
2024
Q4 | $403K | Hold |
1,357
| – | – | 0.17% | 81 |
|
|
2024
Q3 | $368K | Hold |
1,357
| – | – | 0.15% | 85 |
|
|
2024
Q2 | $314K | Hold |
1,357
| – | – | 0.21% | 54 |
|
|
2024
Q1 | $309K | Hold |
1,357
| – | – | 0.14% | 85 |
|
|
2023
Q4 | $254K | Hold |
1,357
| – | – | 0.12% | 89 |
|
|
2023
Q3 | $202K | Buy |
+1,357
| New | +$202K | 0.11% | 93 |
|
|
2023
Q2 | – | Sell |
-1,357
| Closed | -$224K | – | 138 |
|
|
2023
Q1 | $224K | Hold |
1,357
| – | – | 0.12% | 85 |
|
|
2022
Q4 | $201K | Buy |
+1,357
| New | +$201K | 0.12% | 87 |
|
|
2020
Q3 | $167K | Buy |
+1,506
| New | +$167K | 0.1% | 106 |
|