HIA
Harbor Investment Advisory’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
5,044
+10
| +0.2% | +$3.19K | 0.14% | 116 |
|
|
2025
Q1 | $1.35M | Sell |
5,034
-40
| -0.8% | -$10.8K | 0.13% | 123 |
|
|
2024
Q4 | $1.51M | Buy |
5,074
+83
| +2% | +$24.6K | 0.14% | 111 |
|
|
2024
Q3 | $1.35M | Sell |
4,991
-228
| -4% | -$61.8K | 0.13% | 125 |
|
|
2024
Q2 | $1.21M | Sell |
5,219
-30
| -0.6% | -$6.95K | 0.13% | 126 |
|
|
2024
Q1 | $1.2M | Buy |
5,249
+965
| +23% | +$220K | 0.12% | 131 |
|
|
2023
Q4 | $803K | Buy |
4,284
+788
| +23% | +$148K | 0.09% | 164 |
|
|
2023
Q3 | $522K | Buy |
3,496
+1,384
| +66% | +$206K | 0.07% | 201 |
|
|
2023
Q2 | $368K | Buy |
2,112
+143
| +7% | +$24.9K | 0.05% | 260 |
|
|
2023
Q1 | $325K | Sell |
1,969
-126
| -6% | -$20.8K | 0.05% | 275 |
|
|
2022
Q4 | $309K | Buy |
2,095
+23
| +1% | +$3.4K | 0.05% | 273 |
|
|
2022
Q3 | $280K | Sell |
2,072
-78
| -4% | -$10.5K | 0.05% | 278 |
|
|
2022
Q2 | $298K | Sell |
2,150
-18
| -0.8% | -$2.5K | 0.05% | 269 |
|
|
2022
Q1 | $405K | Buy |
2,168
+117
| +6% | +$21.9K | 0.05% | 248 |
|
|
2021
Q4 | $336K | Buy |
2,051
+3
| +0.1% | +$491 | 0.04% | 280 |
|
|
2021
Q3 | $343K | Sell |
2,048
-94
| -4% | -$15.7K | 0.05% | 276 |
|
|
2021
Q2 | $354K | Buy |
2,142
+23
| +1% | +$3.8K | 0.05% | 276 |
|
|
2021
Q1 | $300K | Hold |
2,119
| – | – | 0.05% | 270 |
|
|
2020
Q4 | $256K | Sell |
2,119
-212
| -9% | -$25.6K | 0.04% | 266 |
|
|
2020
Q3 | $234K | Buy |
2,331
+987
| +73% | +$99.1K | 0.04% | 249 |
|
|
2020
Q2 | $128K | Buy |
1,344
+13
| +1% | +$1.24K | 0.03% | 315 |
|
|
2020
Q1 | $114K | Buy |
1,331
+273
| +26% | +$23.4K | 0.03% | 293 |
|
|
2019
Q4 | $132K | Buy |
+1,058
| New | +$132K | 0.03% | 299 |
|