Everett Harris & Co’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Hold |
7,057
| – | – | 0.03% | 106 |
|
|
2025
Q1 | $1.9M | Sell |
7,057
-36
| -0.5% | -$9.69K | 0.02% | 108 |
|
|
2024
Q4 | $2.11M | Sell |
7,093
-45
| -0.6% | -$13.4K | 0.03% | 97 |
|
|
2024
Q3 | $1.94M | Sell |
7,138
-50
| -0.7% | -$13.6K | 0.02% | 100 |
|
|
2024
Q2 | $1.66M | Hold |
7,188
| – | – | 0.02% | 103 |
|
|
2024
Q1 | $1.64M | Sell |
7,188
-2,657
| -27% | -$605K | 0.02% | 106 |
|
|
2023
Q4 | $1.84M | Sell |
9,845
-19
| -0.2% | -$3.56K | 0.03% | 103 |
|
|
2023
Q3 | $1.47M | Sell |
9,864
-17
| -0.2% | -$2.54K | 0.02% | 107 |
|
|
2023
Q2 | $1.72M | Buy |
9,881
+42
| +0.4% | +$7.32K | 0.03% | 103 |
|
|
2023
Q1 | $1.62M | Buy |
9,839
+342
| +4% | +$56.4K | 0.03% | 106 |
|
|
2022
Q4 | $1.4M | Sell |
9,497
-20
| -0.2% | -$2.96K | 0.02% | 113 |
|
|
2022
Q3 | $1.28M | Hold |
9,517
| – | – | 0.02% | 108 |
|
|
2022
Q2 | $1.32M | Buy |
9,517
+964
| +11% | +$134K | 0.02% | 111 |
|
|
2022
Q1 | $1.6M | Hold |
8,553
| – | – | 0.02% | 111 |
|
|
2021
Q4 | $1.4M | Hold |
8,553
| – | – | 0.02% | 119 |
|
|
2021
Q3 | $1.43M | Buy |
8,553
+100
| +1% | +$16.8K | 0.02% | 117 |
|
|
2021
Q2 | $1.4M | Hold |
8,453
| – | – | 0.02% | 123 |
|
|
2021
Q1 | $1.2M | Hold |
8,453
| – | – | 0.02% | 127 |
|
|
2020
Q4 | $1.02M | Buy |
8,453
+166
| +2% | +$20.1K | 0.02% | 130 |
|
|
2020
Q3 | $831K | Hold |
8,287
| – | – | 0.02% | 137 |
|
|
2020
Q2 | $789K | Sell |
8,287
-500
| -6% | -$47.6K | 0.02% | 137 |
|
|
2020
Q1 | $752K | Hold |
8,787
| – | – | 0.02% | 132 |
|
|
2019
Q4 | $1.09M | Sell |
8,787
-200
| -2% | -$24.9K | 0.02% | 131 |
|
|
2019
Q3 | $1.06M | Hold |
8,987
| – | – | 0.03% | 128 |
|
|
2019
Q2 | $1.11M | Hold |
8,987
| – | – | 0.03% | 126 |
|
|
2019
Q1 | $982K | Buy |
8,987
+300
| +3% | +$32.8K | 0.03% | 129 |
|
|
2018
Q4 | $828K | Hold |
8,687
| – | – | 0.02% | 129 |
|
|
2018
Q3 | $925K | Buy |
8,687
+535
| +7% | +$57K | 0.02% | 133 |
|
|
2018
Q2 | $799K | Sell |
8,152
-100
| -1% | -$9.8K | 0.02% | 138 |
|
|
2018
Q1 | $770K | Buy |
8,252
+3,000
| +57% | +$280K | 0.02% | 138 |
|
|
2017
Q4 | $522K | Hold |
5,252
| – | – | 0.01% | 165 |
|
|
2017
Q3 | $475K | Hold |
5,252
| – | – | 0.01% | 174 |
|
|
2017
Q2 | $442K | Sell |
5,252
-300
| -5% | -$25.2K | 0.01% | 178 |
|
|
2017
Q1 | $439K | Hold |
5,552
| – | – | 0.01% | 173 |
|
|
2016
Q4 | $411K | Sell |
5,552
-6,000
| -52% | -$444K | 0.01% | 173 |
|
|
2016
Q3 | $740K | Sell |
11,552
-155
| -1% | -$9.93K | 0.03% | 147 |
|
|
2016
Q2 | $711K | Buy |
11,707
+182
| +2% | +$11.1K | 0.03% | 147 |
|
|
2016
Q1 | $708K | Sell |
11,525
-395
| -3% | -$24.3K | 0.03% | 153 |
|
|
2015
Q4 | $829K | Hold |
11,920
| – | – | 0.03% | 145 |
|
|
2015
Q3 | $884K | Sell |
11,920
-500
| -4% | -$37.1K | 0.03% | 145 |
|
|
2015
Q2 | $965K | Buy |
12,420
+93
| +0.8% | +$7.23K | 0.03% | 133 |
|
|
2015
Q1 | $963K | Sell |
12,327
-60
| -0.5% | -$4.69K | 0.03% | 126 |
|
|
2014
Q4 | $1.15M | Hold |
12,387
| – | – | 0.04% | 120 |
|
|
2014
Q3 | $1.08M | Buy |
12,387
+345
| +3% | +$30.2K | 0.04% | 122 |
|
|
2014
Q2 | $1.14M | Hold |
12,042
| – | – | 0.04% | 117 |
|
|
2014
Q1 | $1.08M | Hold |
12,042
| – | – | 0.04% | 111 |
|
|
2013
Q4 | $1.09M | Buy |
12,042
+6,000
| +99% | +$545K | 0.04% | 107 |
|
|
2013
Q3 | $456K | Hold |
6,042
| – | – | 0.02% | 137 |
|
|
2013
Q2 | $452K | Buy |
+6,042
| New | +$452K | 0.02% | 141 |
|