Sand Hill Global 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 | $661K | Sell |
2,072
-10
| -0.5% | -$3.19K | 0.02% | 136 |
|
|
2025
Q1 | $560K | Sell |
2,082
-13
| -0.6% | -$3.5K | 0.02% | 142 |
|
|
2024
Q4 | $622K | Hold |
2,095
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $568K | Sell |
2,095
-25
| -1% | -$6.78K | 0.02% | 134 |
|
|
2024
Q2 | $491K | Buy |
2,120
+921
| +77% | +$213K | 0.02% | 139 |
|
|
2024
Q1 | $273K | Sell |
1,199
-53
| -4% | -$12.1K | 0.01% | 146 |
|
|
2023
Q4 | $235K | Buy |
+1,252
| New | +$235K | 0.01% | 154 |
|
|
2015
Q1 | – | Sell |
-2,309
| Closed | -$215K | – | 79 |
|
|
2014
Q4 | $215K | Buy |
+2,309
| New | +$215K | 0.04% | 80 |
|
|
2014
Q1 | – | Sell |
-2,362
| Closed | -$214K | – | 76 |
|
|
2013
Q4 | $214K | Buy |
+2,362
| New | +$214K | 0.05% | 74 |
|