Harbour Investments’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 | $1.85M | Buy |
5,808
+248
| +4% | +$79.1K | 0.05% | 349 |
|
|
2025
Q1 | $1.5M | Buy |
5,560
+140
| +3% | +$37.7K | 0.04% | 375 |
|
|
2024
Q4 | $1.61M | Buy |
5,420
+118
| +2% | +$35K | 0.05% | 345 |
|
|
2024
Q3 | $1.44M | Buy |
5,302
+708
| +15% | +$192K | 0.04% | 357 |
|
|
2024
Q2 | $1.06M | Sell |
4,594
-36
| -0.8% | -$8.34K | 0.04% | 399 |
|
|
2024
Q1 | $1.05M | Buy |
4,630
+220
| +5% | +$50.1K | 0.04% | 398 |
|
|
2023
Q4 | $826K | Sell |
4,410
-1,588
| -26% | -$297K | 0.03% | 406 |
|
|
2023
Q3 | $895K | Sell |
5,998
-131
| -2% | -$19.5K | 0.04% | 350 |
|
|
2023
Q2 | $1.07M | Sell |
6,129
-292
| -5% | -$50.9K | 0.05% | 323 |
|
|
2023
Q1 | $1.06M | Sell |
6,421
-173
| -3% | -$28.5K | 0.06% | 309 |
|
|
2022
Q4 | $974K | Buy |
6,594
+52
| +0.8% | +$7.68K | 0.06% | 309 |
|
|
2022
Q3 | $907K | Hold |
6,542
| – | – | 0.06% | 303 |
|
|
2022
Q2 | $907K | Buy |
+6,542
| New | +$907K | 0.06% | 303 |
|
|
2021
Q4 | $1.16M | Sell |
7,066
-5,767
| -45% | -$943K | 0.07% | 272 |
|
|
2021
Q3 | $2.15M | Buy |
12,833
+1,852
| +17% | +$310K | 0.07% | 263 |
|
|
2021
Q2 | $1.81M | Buy |
10,981
+24
| +0.2% | +$3.97K | 0.06% | 306 |
|
|
2021
Q1 | $1.55M | Buy |
+10,957
| New | +$1.55M | 0.06% | 303 |
|