Harbour Investment Management’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 | $973K | Hold |
3,050
| – | – | 0.42% | 56 |
|
|
2025
Q1 | $821K | Hold |
3,050
| – | – | 0.37% | 61 |
|
|
2024
Q4 | $905K | Buy |
3,050
+511
| +20% | +$152K | 0.4% | 57 |
|
|
2024
Q3 | $689K | Hold |
2,539
| – | – | 0.31% | 60 |
|
|
2024
Q2 | $588K | Hold |
2,539
| – | – | 0.27% | 59 |
|
|
2024
Q1 | $578K | Hold |
2,539
| – | – | 0.27% | 62 |
|
|
2023
Q4 | $476K | Hold |
2,539
| – | – | 0.25% | 60 |
|
|
2023
Q3 | $379K | Buy |
2,539
+39
| +2% | +$5.82K | 0.22% | 65 |
|
|
2023
Q2 | $436K | Hold |
2,500
| – | – | 0.23% | 62 |
|
|
2023
Q1 | $412K | Hold |
2,500
| – | – | 0.23% | 59 |
|
|
2022
Q4 | $369K | Hold |
2,500
| – | – | 0.21% | 63 |
|
|
2022
Q3 | $337K | Hold |
2,500
| – | – | 0.21% | 61 |
|
|
2022
Q2 | $347K | Hold |
2,500
| – | – | 0.21% | 63 |
|
|
2022
Q1 | $468K | Hold |
2,500
| – | – | 0.23% | 60 |
|
|
2021
Q4 | $409K | Hold |
2,500
| – | – | 0.19% | 63 |
|
|
2021
Q3 | $419K | Sell |
2,500
-29
| -1% | -$4.86K | 0.21% | 62 |
|
|
2021
Q2 | $418K | Hold |
2,529
| – | – | 0.21% | 65 |
|
|
2021
Q1 | $358K | Buy |
2,529
+29
| +1% | +$4.11K | 0.19% | 66 |
|
|
2020
Q4 | $302K | Hold |
2,500
| – | – | 0.17% | 64 |
|
|
2020
Q3 | $251K | Hold |
2,500
| – | – | 0.16% | 66 |
|
|
2020
Q2 | $238K | Hold |
2,500
| – | – | 0.17% | 67 |
|
|
2020
Q1 | $214K | Hold |
2,500
| – | – | 0.17% | 66 |
|
|
2019
Q4 | $311K | Hold |
2,500
| – | – | 0.2% | 64 |
|
|
2019
Q3 | $296K | Hold |
2,500
| – | – | 0.21% | 64 |
|
|
2019
Q2 | $309K | Hold |
2,500
| – | – | 0.22% | 62 |
|
|
2019
Q1 | $273K | Hold |
2,500
| – | – | 0.2% | 63 |
|
|
2018
Q4 | $238K | Hold |
2,500
| – | – | 0.2% | 62 |
|
|
2018
Q3 | $266K | Hold |
2,500
| – | – | 0.19% | 61 |
|
|
2018
Q2 | $245K | Hold |
2,500
| – | – | 0.19% | 62 |
|
|
2018
Q1 | $233K | Hold |
2,500
| – | – | 0.17% | 65 |
|
|
2017
Q4 | $248K | Hold |
2,500
| – | – | 0.17% | 66 |
|
|
2017
Q3 | $226K | Hold |
2,500
| – | – | 0.16% | 68 |
|
|
2017
Q2 | $211K | Buy |
+2,500
| New | +$211K | 0.15% | 67 |
|
|
2015
Q1 | – | Sell |
-2,500
| Closed | -$233K | – | 79 |
|
|
2014
Q4 | $233K | Hold |
2,500
| – | – | 0.15% | 82 |
|
|
2014
Q3 | $219K | Hold |
2,500
| – | – | 0.15% | 77 |
|
|
2014
Q2 | $237K | Hold |
2,500
| – | – | 0.15% | 78 |
|
|
2014
Q1 | $225K | Hold |
2,500
| – | – | 0.15% | 76 |
|
|
2013
Q4 | $227K | Buy |
+2,500
| New | +$227K | 0.15% | 75 |
|