Sanders Morris Harris’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 | $1.17M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $1.06M | Hold |
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|
2024
Q2 | $901K | Hold |
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|
2024
Q1 | $886K | Hold |
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|
2023
Q4 | $732K | Hold |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $449K | Hold |
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|
2022
Q3 | $426K | Hold |
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|
2022
Q2 | $427K | Hold |
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|
2022
Q1 | $569K | Hold |
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|
2021
Q4 | $511K | Hold |
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|
2021
Q3 | $531K | Sell |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $448K | Hold |
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|
2020
Q4 | $372K | Sell |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.51M | Buy |
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|
2019
Q3 | $2.7M | Sell |
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|
2019
Q2 | $3.07M | Buy |
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|
2019
Q1 | $328K | Hold |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $337K | Hold |
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|
2018
Q2 | $311K | Hold |
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|
2018
Q1 | $296K | Hold |
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|
2017
Q4 | $315K | Hold |
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|
2017
Q3 | $286K | Hold |
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|
2017
Q2 | $267K | Hold |
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|
2017
Q1 | $250K | Sell |
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|
2016
Q4 | $236K | Hold |
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|
2016
Q3 | $204K | Sell |
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|
2016
Q2 | $212K | Sell |
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|
2016
Q1 | $220K | Buy |
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