NHC
Nicholas Hoffman & Company’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
6,860
+3
| +0% | +$957 | 0.06% | 73 |
|
|
2025
Q1 | $1.84M | Sell |
6,857
-532
| -7% | -$143K | 0.07% | 78 |
|
|
2024
Q4 | $2.19M | Sell |
7,389
-18
| -0.2% | -$5.34K | 0.09% | 63 |
|
|
2024
Q3 | $2.01M | Sell |
7,407
-223
| -3% | -$60.5K | 0.08% | 69 |
|
|
2024
Q2 | $1.77M | Sell |
7,630
-968
| -11% | -$224K | 0.08% | 69 |
|
|
2024
Q1 | $1.96M | Sell |
8,598
-2,933
| -25% | -$668K | 0.1% | 66 |
|
|
2023
Q4 | $2.16M | Sell |
11,531
-263
| -2% | -$49.3K | 0.13% | 59 |
|
|
2023
Q3 | $1.76M | Buy |
11,794
+32
| +0.3% | +$4.77K | 0.13% | 67 |
|
|
2023
Q2 | $2.05M | Sell |
11,762
-957
| -8% | -$167K | 0.08% | 57 |
|
|
2023
Q1 | $2.1M | Sell |
12,719
-137
| -1% | -$22.6K | 0.19% | 54 |
|
|
2022
Q4 | $1.9M | Buy |
12,856
+320
| +3% | +$47.3K | 0.2% | 58 |
|
|
2022
Q3 | $1.69M | Buy |
12,536
+807
| +7% | +$109K | 0.08% | 57 |
|
|
2022
Q2 | $1.63M | Buy |
11,729
+1,071
| +10% | +$148K | 0.08% | 61 |
|
|
2022
Q1 | $1.99M | Buy |
10,658
+159
| +2% | +$29.7K | 0.08% | 54 |
|
|
2021
Q4 | $1.72M | Sell |
10,499
-806
| -7% | -$132K | 0.06% | 64 |
|
|
2021
Q3 | $1.89M | Buy |
11,305
+109
| +1% | +$18.3K | 0.33% | 52 |
|
|
2021
Q2 | $1.85M | Buy |
11,196
+538
| +5% | +$88.9K | 0.33% | 52 |
|
|
2021
Q1 | $1.51M | Buy |
10,658
+939
| +10% | +$133K | 0.3% | 61 |
|
|
2020
Q4 | $1.18M | Sell |
9,719
-440
| -4% | -$53.2K | 0.27% | 70 |
|
|
2020
Q3 | $1.02M | Buy |
10,159
+21
| +0.2% | +$2.1K | 0.27% | 71 |
|
|
2020
Q2 | $965K | Sell |
10,138
-728
| -7% | -$69.3K | 0.28% | 71 |
|
|
2020
Q1 | $930K | Buy |
10,866
+248
| +2% | +$21.2K | 0.31% | 66 |
|
|
2019
Q4 | $1.32M | Sell |
10,618
-127
| -1% | -$15.8K | 0.37% | 60 |
|
|
2019
Q3 | $1.27M | Sell |
10,745
-786
| -7% | -$93K | 0.39% | 59 |
|
|
2019
Q2 | $1.42M | Sell |
11,531
-230
| -2% | -$28.4K | 0.44% | 55 |
|
|
2019
Q1 | $1.29M | Sell |
11,761
-1,477
| -11% | -$162K | 0.41% | 57 |
|
|
2018
Q4 | $1.26M | Sell |
13,238
-254
| -2% | -$24.2K | 0.43% | 53 |
|
|
2018
Q3 | $1.44M | Sell |
13,492
-140
| -1% | -$14.9K | 0.48% | 47 |
|
|
2018
Q2 | $1.34M | Sell |
13,632
-469
| -3% | -$46K | 0.49% | 48 |
|
|
2018
Q1 | $1.32M | Sell |
14,101
-240
| -2% | -$22.4K | 0.51% | 48 |
|
|
2017
Q4 | $1.42M | Sell |
14,341
-534
| -4% | -$53K | 0.56% | 46 |
|
|
2017
Q3 | $1.35M | Sell |
14,875
-170
| -1% | -$15.4K | 0.57% | 48 |
|
|
2017
Q2 | $1.27M | Buy |
15,045
+266
| +2% | +$22.4K | 0.58% | 48 |
|
|
2017
Q1 | $1.17M | Sell |
14,779
-1,508
| -9% | -$119K | 0.55% | 51 |
|
|
2016
Q4 | $1.23M | Sell |
16,287
-507
| -3% | -$38.2K | 0.62% | 48 |
|
|
2016
Q3 | $1.08M | Sell |
16,794
-94
| -0.6% | -$6.02K | 0.59% | 45 |
|
|
2016
Q2 | $1.03M | Buy |
+16,888
| New | +$1.03M | 0.59% | 43 |
|