Harbor Investment Advisory’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
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $803K | Buy |
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|
2023
Q3 | $522K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $405K | Buy |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $354K | Buy |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $128K | Buy |
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|
2020
Q1 | $114K | Buy |
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|
2019
Q4 | $132K | Buy |
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