Hudson Valley Investment Advisors’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 | $14.6M | Sell |
45,649
-106
| -0.2% | -$33.8K | 1.59% | 16 |
|
|
2025
Q1 | $12.3M | Buy |
45,755
+132
| +0.3% | +$35.5K | 1.47% | 17 |
|
|
2024
Q4 | $13.5M | Sell |
45,623
-2,913
| -6% | -$865K | 1.53% | 14 |
|
|
2024
Q3 | $13.2M | Buy |
48,536
+1,999
| +4% | +$542K | 1.46% | 17 |
|
|
2024
Q2 | $8.81M | Sell |
46,537
-4,669
| -9% | -$883K | 1.14% | 28 |
|
|
2024
Q1 | $11.7M | Buy |
51,206
+12,679
| +33% | +$2.89M | 1.4% | 17 |
|
|
2023
Q4 | $7.29M | Sell |
38,527
-215
| -0.6% | -$40.7K | 1% | 33 |
|
|
2023
Q3 | $5.78M | Buy |
38,742
+4,125
| +12% | +$615K | 0.81% | 40 |
|
|
2023
Q2 | $6.03M | Buy |
34,617
+7,191
| +26% | +$1.25M | 0.82% | 37 |
|
|
2023
Q1 | $4.52M | Buy |
27,426
+6,847
| +33% | +$1.13M | 0.63% | 50 |
|
|
2022
Q4 | $3.04M | Buy |
20,579
+622
| +3% | +$91.9K | 0.46% | 64 |
|
|
2022
Q3 | $2.69M | Buy |
19,957
+1,166
| +6% | +$157K | 0.43% | 66 |
|
|
2022
Q2 | $2.61M | Buy |
18,791
+1,672
| +10% | +$232K | 0.41% | 71 |
|
|
2022
Q1 | $3.2M | Sell |
17,119
-373
| -2% | -$69.7K | 0.43% | 66 |
|
|
2021
Q4 | $2.86M | Buy |
17,492
+2,072
| +13% | +$339K | 0.45% | 57 |
|
|
2021
Q3 | $2.58M | Buy |
15,420
+4,938
| +47% | +$827K | 0.44% | 58 |
|
|
2021
Q2 | $1.73M | Buy |
10,482
+1,882
| +22% | +$311K | 0.3% | 71 |
|
|
2021
Q1 | $1.22M | Buy |
+8,600
| New | +$1.22M | 0.22% | 86 |
|
|
2015
Q3 | – | Sell |
-3,270
| Closed | -$254K | – | 153 |
|
|
2015
Q2 | $254K | Sell |
3,270
-750
| -19% | -$58.3K | 0.08% | 126 |
|
|
2015
Q1 | $314K | Buy |
4,020
+1,375
| +52% | +$107K | 0.11% | 105 |
|
|
2014
Q4 | $246K | Buy |
2,645
+253
| +11% | +$23.5K | 0.1% | 109 |
|
|
2014
Q3 | $209K | Buy |
+2,392
| New | +$209K | 0.09% | 121 |
|