Harbour Investment Management’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 | $973K | Hold |
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|
2025
Q1 | $821K | Hold |
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|
2024
Q4 | $905K | Buy |
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|
2024
Q3 | $689K | Hold |
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|
2024
Q2 | $588K | Hold |
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|
2024
Q1 | $578K | Hold |
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|
2023
Q4 | $476K | Hold |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $436K | Hold |
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|
2023
Q1 | $412K | Hold |
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|
2022
Q4 | $369K | Hold |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $468K | Hold |
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|
2021
Q4 | $409K | Hold |
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|
2021
Q3 | $419K | Sell |
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|
2021
Q2 | $418K | Hold |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $302K | Hold |
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|
2020
Q3 | $251K | Hold |
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|
2020
Q2 | $238K | Hold |
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|
2020
Q1 | $214K | Hold |
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|
2019
Q4 | $311K | Hold |
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|
2019
Q3 | $296K | Hold |
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|
2019
Q2 | $309K | Hold |
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|
2019
Q1 | $273K | Hold |
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|
2018
Q4 | $238K | Hold |
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|
2018
Q3 | $266K | Hold |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $233K | Hold |
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|
2017
Q4 | $248K | Hold |
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|
2017
Q3 | $226K | Hold |
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|
2017
Q2 | $211K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $233K | Hold |
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|
2014
Q3 | $219K | Hold |
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|
2014
Q2 | $237K | Hold |
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|
2014
Q1 | $225K | Hold |
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|
2013
Q4 | $227K | Buy |
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