Bay 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 | $152K | Buy |
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|
2025
Q2 | $141K | Buy |
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|
2025
Q1 | $111K | Buy |
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|
2024
Q4 | $120K | Buy |
|
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|
2024
Q3 | $107K | Sell |
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|
2024
Q2 | $96.1K | Sell |
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|
2024
Q1 | $94.7K | Sell |
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|
2023
Q4 | $78.9K | Hold |
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|
2023
Q3 | $62.8K | Buy |
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|
2023
Q2 | $72.3K | Sell |
|
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|
2023
Q1 | $73.4K | Sell |
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|
2022
Q4 | $73K | Sell |
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|
2022
Q3 | $67K | Buy |
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|
2022
Q2 | $68K | Hold |
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|
2022
Q1 | $92K | Buy |
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|
2021
Q4 | $91K | Buy |
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|
2021
Q3 | $77K | Buy |
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|
2021
Q2 | $47K | Sell |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | $33K | Sell |
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|
2020
Q3 | $54K | Buy |
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|
2020
Q2 | $46K | Buy |
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|
2020
Q1 | $32K | Buy |
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|
2019
Q4 | $42K | Sell |
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|
2019
Q3 | $41K | Sell |
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|
2019
Q2 | $47K | Sell |
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|
2019
Q1 | $61K | Hold |
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|
2018
Q4 | $53K | Buy |
|