Bar Harbor Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $715K | Sell |
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|
2025
Q2 | $691K | Sell |
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|
2025
Q1 | $593K | Sell |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $647K | Sell |
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $477K | Sell |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | $398K | Hold |
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|
2021
Q2 | $392K | Sell |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $464K | Sell |
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|
2020
Q2 | $506K | Sell |
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|
2020
Q1 | $676K | Sell |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.54M | Sell |
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|
2019
Q2 | $1.62M | Buy |
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|
2019
Q1 | $1.42M | Sell |
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|
2018
Q4 | $1.39M | Sell |
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|
2018
Q3 | $1.57M | Sell |
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|
2018
Q2 | $1.54M | Sell |
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|
2018
Q1 | $1.86M | Sell |
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|
2017
Q4 | $2.04M | Buy |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $1.81M | Sell |
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|
2017
Q1 | $1.81M | Sell |
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|
2016
Q4 | $2M | Sell |
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|
2016
Q3 | $1.73M | Buy |
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|
2016
Q2 | $1.1M | Buy |
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|
2016
Q1 | $924K | Buy |
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|
2015
Q4 | $1.02M | Sell |
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|
2015
Q3 | $1.13M | Buy |
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|
2015
Q2 | $887K | Sell |
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|
2015
Q1 | $913K | Sell |
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|
2014
Q4 | $1.1M | Buy |
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|
2014
Q3 | $1.02M | Sell |
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|
2014
Q2 | $1.17M | Sell |
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|
2014
Q1 | $1.16M | Sell |
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|
2013
Q4 | $1.18M | Sell |
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|
2013
Q3 | $1.09M | Sell |
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|
2013
Q2 | $1.58M | Buy |
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