Harbour Trust & 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 | $538K | Hold |
1,687
| – | – | 0.06% | 111 |
|
|
2025
Q1 | $454K | Hold |
1,687
| – | – | 0.06% | 112 |
|
|
2024
Q4 | $501K | Hold |
1,687
| – | – | 0.06% | 112 |
|
|
2024
Q3 | $458K | Sell |
1,687
-86
| -5% | -$23.3K | 0.05% | 117 |
|
|
2024
Q2 | $411K | Hold |
1,773
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $404K | Hold |
1,773
| – | – | 0.05% | 128 |
|
|
2023
Q4 | $332K | Buy |
+1,773
| New | +$332K | 0.05% | 136 |
|