Everett Harris & Co’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 | $2.3M | Sell |
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|
2025
Q2 | $2.25M | Hold |
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|
2025
Q1 | $1.9M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $1.66M | Hold |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $1.4M | Sell |
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|
2022
Q3 | $1.28M | Hold |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.6M | Hold |
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|
2021
Q4 | $1.4M | Hold |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.4M | Hold |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $831K | Hold |
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|
2020
Q2 | $789K | Sell |
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|
2020
Q1 | $752K | Hold |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.06M | Hold |
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|
2019
Q2 | $1.11M | Hold |
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|
2019
Q1 | $982K | Buy |
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|
2018
Q4 | $828K | Hold |
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|
2018
Q3 | $925K | Buy |
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|
2018
Q2 | $799K | Sell |
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|
2018
Q1 | $770K | Buy |
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|
2017
Q4 | $522K | Hold |
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|
2017
Q3 | $475K | Hold |
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|
2017
Q2 | $442K | Sell |
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|
2017
Q1 | $439K | Hold |
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|
2016
Q4 | $411K | Sell |
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|
2016
Q3 | $740K | Sell |
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|
2016
Q2 | $711K | Buy |
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|
2016
Q1 | $708K | Sell |
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|
2015
Q4 | $829K | Hold |
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|
2015
Q3 | $884K | Sell |
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|
2015
Q2 | $965K | Buy |
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|
2015
Q1 | $963K | Sell |
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|
2014
Q4 | $1.15M | Hold |
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|
2014
Q3 | $1.08M | Buy |
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|
2014
Q2 | $1.14M | Hold |
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|
2014
Q1 | $1.08M | Hold |
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|
2013
Q4 | $1.09M | Buy |
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|
2013
Q3 | $456K | Hold |
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|
2013
Q2 | $452K | Buy |
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