Hoxton Planning & Management’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 | $401K | Buy |
1,256
+50
| +4% | +$15.9K | 0.14% | 126 |
|
|
2025
Q1 | $324K | Buy |
1,206
+2
| +0.2% | +$538 | 0.12% | 139 |
|
|
2024
Q4 | $357K | Buy |
1,204
+6
| +0.5% | +$1.78K | 0.14% | 133 |
|
|
2024
Q3 | $325K | Sell |
1,198
-36
| -3% | -$9.76K | 0.13% | 145 |
|
|
2024
Q2 | $286K | Buy |
1,234
+5
| +0.4% | +$1.16K | 0.13% | 119 |
|
|
2024
Q1 | $280K | Buy |
1,229
+82
| +7% | +$18.7K | 0.13% | 121 |
|
|
2023
Q4 | $215K | Buy |
+1,147
| New | +$215K | 0.11% | 137 |
|