Harel Insurance Investments & Financial Services’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 | $352K | Sell |
1,104
-127
| -10% | -$40.5K | ﹤0.01% | 249 |
|
|
2025
Q1 | $331K | Buy |
1,231
+5
| +0.4% | +$1.34K | ﹤0.01% | 240 |
|
|
2024
Q4 | $364K | Buy |
1,226
+8
| +0.7% | +$2.38K | 0.01% | 171 |
|
|
2024
Q3 | $330K | Sell |
1,218
-250
| -17% | -$67.7K | 0.01% | 194 |
|
|
2024
Q2 | $338K | Buy |
1,468
+499
| +51% | +$115K | 0.01% | 204 |
|
|
2024
Q1 | $221K | Sell |
969
-90
| -8% | -$20.5K | ﹤0.01% | 240 |
|
|
2023
Q4 | $198K | Hold |
1,059
| – | – | ﹤0.01% | 294 |
|
|
2023
Q3 | $158K | Buy |
1,059
+90
| +9% | +$13.4K | ﹤0.01% | 328 |
|
|
2023
Q2 | $169K | Hold |
969
| – | – | ﹤0.01% | 327 |
|
|
2023
Q1 | $160K | Buy |
969
+90
| +10% | +$14.9K | ﹤0.01% | 363 |
|
|
2022
Q4 | $130K | Sell |
879
-151
| -15% | -$22.3K | ﹤0.01% | 331 |
|
|
2022
Q3 | $139K | Buy |
1,030
+11
| +1% | +$1.48K | ﹤0.01% | 341 |
|
|
2022
Q2 | $141K | Buy |
1,019
+25
| +3% | +$3.46K | ﹤0.01% | 368 |
|
|
2022
Q1 | $186K | Buy |
994
+145
| +17% | +$27.1K | ﹤0.01% | 353 |
|
|
2021
Q4 | $139K | Buy |
849
+55
| +7% | +$9.01K | ﹤0.01% | 460 |
|
|
2021
Q3 | $133K | Sell |
794
-5,918
| -88% | -$991K | ﹤0.01% | 420 |
|
|
2021
Q2 | $3.34M | Buy |
6,712
+4,232
| +171% | +$2.11M | 0.07% | 132 |
|
|
2021
Q1 | $1.01M | Sell |
2,480
-246
| -9% | -$100K | 0.02% | 354 |
|
|
2020
Q4 | $1M | Sell |
2,726
-426
| -14% | -$157K | 0.02% | 281 |
|
|
2020
Q3 | $316K | Buy |
3,152
+2,412
| +326% | +$242K | 0.01% | 243 |
|
|
2020
Q2 | $70K | Sell |
740
-717
| -49% | -$67.8K | ﹤0.01% | 367 |
|
|
2020
Q1 | $125K | Sell |
1,457
-2,395
| -62% | -$205K | 0.01% | 198 |
|
|
2019
Q4 | $480K | Sell |
3,852
-678
| -15% | -$84.5K | 0.02% | 130 |
|
|
2019
Q3 | $536K | Buy |
4,530
+2,110
| +87% | +$250K | 0.03% | 103 |
|
|
2019
Q2 | $299K | Buy |
2,420
+2,200
| +1,000% | +$272K | 0.02% | 160 |
|
|
2019
Q1 | $24K | Buy |
+220
| New | +$24K | ﹤0.01% | 345 |
|
|
2018
Q2 | – | Sell |
-220
| Closed | -$21K | – | 464 |
|
|
2018
Q1 | $21K | Sell |
220
-780
| -78% | -$74.5K | ﹤0.01% | 388 |
|
|
2017
Q4 | $99K | Sell |
1,000
-1,300
| -57% | -$129K | 0.01% | 271 |
|
|
2017
Q3 | $208K | Sell |
2,300
-1,070
| -32% | -$96.8K | 0.02% | 172 |
|
|
2017
Q2 | $284K | Buy |
+3,370
| New | +$284K | 0.02% | 154 |
|
|
2016
Q3 | – | Sell |
-250
| Closed | -$15K | – | 484 |
|
|
2016
Q2 | $15K | Buy |
+250
| New | +$15K | ﹤0.01% | 496 |
|