Houlihan Financial Resource Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $494K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $432K | Hold |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $403K | Hold |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $201K | Buy |
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|
2020
Q3 | $167K | Buy |
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