HUB Investment Partners’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 | $924K | Buy |
2,898
+481
| +20% | +$153K | 0.03% | 259 |
|
|
2025
Q1 | $650K | Sell |
2,417
-83
| -3% | -$22.3K | 0.03% | 281 |
|
|
2024
Q4 | $742K | Buy |
2,500
+185
| +8% | +$54.9K | 0.03% | 245 |
|
|
2024
Q3 | $628K | Sell |
2,315
-471
| -17% | -$128K | 0.03% | 263 |
|
|
2024
Q2 | $645K | Buy |
2,786
+204
| +8% | +$47.2K | 0.02% | 244 |
|
|
2024
Q1 | $588K | Buy |
+2,582
| New | +$588K | 0.03% | 247 |
|
|
2023
Q1 | – | Sell |
-276
| Closed | -$40.9K | – | 214 |
|
|
2022
Q4 | $40.9K | Buy |
+276
| New | +$40.9K | 0.01% | 113 |
|