HCA
Hyperion Capital Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
1,380
| – | – | 0.28% | 36 |
|
|
2025
Q1 | $371K | Hold |
1,380
| – | – | 0.2% | 44 |
|
|
2024
Q4 | $410K | Sell |
1,380
-300
| -18% | -$89K | 0.21% | 38 |
|
|
2024
Q3 | $456K | Hold |
1,680
| – | – | 0.21% | 37 |
|
|
2024
Q2 | $389K | Sell |
1,680
-500
| -23% | -$116K | 0.18% | 38 |
|
|
2024
Q1 | $496K | Hold |
2,180
| – | – | 0.23% | 37 |
|
|
2023
Q4 | $408K | Buy |
2,180
+500
| +30% | +$93.7K | 0.22% | 37 |
|
|
2023
Q3 | $251K | Buy |
+1,680
| New | +$251K | 0.14% | 53 |
|