BHB
Bank Hapoalim BM’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,778
| Closed | -$747K | – | 124 |
|
|
2025
Q1 | $747K | Hold |
2,778
| – | – | 0.11% | 77 |
|
|
2024
Q4 | $824K | Hold |
2,778
| – | – | 0.13% | 83 |
|
|
2024
Q3 | $753K | Sell |
2,778
-92
| -3% | -$24.9K | 0.11% | 87 |
|
|
2024
Q2 | $665K | Hold |
2,870
| – | – | 0.09% | 104 |
|
|
2024
Q1 | $653K | Sell |
2,870
-20
| -0.7% | -$4.55K | 0.08% | 106 |
|
|
2023
Q4 | $541K | Buy |
+2,890
| New | +$541K | 0.07% | 115 |
|
|
2023
Q3 | – | Sell |
-2,823
| Closed | -$492K | – | 140 |
|
|
2023
Q2 | $492K | Buy |
2,823
+38
| +1% | +$6.62K | 0.07% | 128 |
|
|
2023
Q1 | $459K | Buy |
2,785
+25
| +0.9% | +$4.12K | 0.06% | 138 |
|
|
2022
Q4 | $408K | Hold |
2,760
| – | – | 0.05% | 142 |
|
|
2022
Q3 | $372K | Hold |
2,760
| – | – | 0.05% | 146 |
|
|
2022
Q2 | $383K | Hold |
2,760
| – | – | 0.05% | 152 |
|
|
2022
Q1 | $516K | Sell |
2,760
-51
| -2% | -$9.54K | 0.05% | 156 |
|
|
2021
Q4 | $460K | Hold |
2,811
| – | – | 0.05% | 173 |
|
|
2021
Q3 | $471K | Hold |
2,811
| – | – | 0.05% | 168 |
|
|
2021
Q2 | $464K | Hold |
2,811
| – | – | 0.05% | 175 |
|
|
2021
Q1 | $398K | Buy |
+2,811
| New | +$398K | 0.05% | 175 |
|
|
2020
Q3 | – | Sell |
-2,925
| Closed | -$278K | – | 175 |
|
|
2020
Q2 | $278K | Sell |
2,925
-3,125
| -52% | -$297K | 0.07% | 156 |
|
|
2020
Q1 | $518K | Buy |
+6,050
| New | +$518K | 0.16% | 96 |
|
|
2019
Q3 | – | Sell |
-6,014
| Closed | -$742K | – | 166 |
|
|
2019
Q2 | $742K | Hold |
6,014
| – | – | 0.18% | 84 |
|
|
2019
Q1 | $657K | Hold |
6,014
| – | – | 0.16% | 88 |
|
|
2018
Q4 | $573K | Hold |
6,014
| – | – | 0.18% | 88 |
|
|
2018
Q3 | $640K | Hold |
6,014
| – | – | 0.16% | 105 |
|
|
2018
Q2 | $589K | Buy |
6,014
+60
| +1% | +$5.88K | 0.16% | 112 |
|
|
2018
Q1 | $555K | Sell |
5,954
-60
| -1% | -$5.59K | 0.14% | 111 |
|
|
2017
Q4 | $597 | Sell |
6,014
-325
| -5% | -$32 | 0.13% | 119 |
|
|
2017
Q3 | $573K | Buy |
6,339
+385
| +6% | +$34.8K | 0.13% | 129 |
|
|
2017
Q2 | $502K | Buy |
5,954
+129
| +2% | +$10.9K | 0.12% | 124 |
|
|
2017
Q1 | $461K | Buy |
+5,825
| New | +$461K | 0.11% | 131 |
|
|
2016
Q4 | – | Sell |
-6,787
| Closed | -$435K | – | 182 |
|
|
2016
Q3 | $435K | Buy |
+6,787
| New | +$435K | 0.1% | 138 |
|