SRH Advisors’s American Express AXP Stock Holding History

SRH Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$63.8K	Hold	200	–	–	0.02%	113
2025 Q1	$53.8K	Hold	200	–	–	0.02%	124
2024 Q4	$59.4K	Hold	200	–	–	0.02%	117
2024 Q3	$54.2K	Hold	200	–	–	0.02%	123
2024 Q2	$46.3K	Hold	200	–	–	0.02%	121
2024 Q1	$45.5K	Hold	200	–	–	0.01%	132
2023 Q4	$37.5K	Hold	200	–	–	0.01%	139
2023 Q3	$29.8K	Hold	200	–	–	0.01%	142
2023 Q2	$33K	Hold	200	–	–	0.02%	135
2023 Q1	$33K	Hold	200	–	–	0.02%	135
2022 Q4	$30K	Hold	200	–	–	0.02%	140
2022 Q3	$27K	Sell	200 -300	-60%	-$40.5K	0.04%	148
2022 Q2	$69K	Hold	500	–	–	0.09%	102
2022 Q1	$94K	Hold	500	–	–	0.1%	95
2021 Q4	$82K	Hold	500	–	–	0.09%	101
2021 Q3	$84K	Hold	500	–	–	0.1%	93
2021 Q2	$83K	Hold	500	–	–	0.1%	91
2021 Q1	$71K	Hold	500	–	–	0.1%	88
2020 Q4	$60K	Hold	500	–	–	0.1%	95
2020 Q3	$50K	Buy	500 +300	+150%	+$30K	0.1%	100
2020 Q2	$19K	Hold	200	–	–	0.05%	125
2020 Q1	$17K	Hold	200	–	–	0.05%	118
2019 Q4	$25K	Hold	200	–	–	0.08%	111
2019 Q3	$24K	Hold	200	–	–	0.08%	109
2019 Q2	$25K	Hold	200	–	–	0.09%	112
2019 Q1	$22K	Hold	200	–	–	0.08%	111
2018 Q4	$19K	Hold	200	–	–	0.07%	117
2018 Q3	$21K	Hold	200	–	–	0.07%	133
2018 Q2	$20K	Hold	200	–	–	0.08%	128
2018 Q1	$19K	Hold	200	–	–	0.08%	114
2017 Q4	$20K	Hold	200	–	–	0.08%	107
2017 Q3	$18K	Hold	200	–	–	0.08%	108
2017 Q2	$17K	Hold	200	–	–	0.08%	90
2017 Q1	$16K	Hold	200	–	–	0.07%	90
2016 Q4	$15K	Hold	200	–	–	0.07%	92
2016 Q3	$13K	Hold	200	–	–	0.07%	93
2016 Q2	$12K	Buy	200 +182	+1,011%	+$10.9K	0.06%	97
2016 Q1	$1K	Hold	18	–	–	0.01%	216
2015 Q4	$1K	Hold	18	–	–	0.01%	214
2015 Q3	$1K	Hold	18	–	–	0.01%	220
2015 Q2	$1K	Hold	18	–	–	0.01%	223
2015 Q1	$1K	Hold	18	–	–	0.01%	213
2014 Q4	$2K	Hold	18	–	–	0.01%	157
2014 Q3	$2K	Buy	+18	New	+$2K	0.02%	145