Harbour Trust & 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
Q3
$565K Buy
2025
Q2
$538K Hold
2025
Q1
$454K Hold
2024
Q4
$501K Hold
2024
Q3
$458K Sell
2024
Q2
$411K Hold
2024
Q1
$404K Hold
2023
Q4
$332K Buy