Sanders Morris Harris’s American Express AXP Stock Holding History

Sanders Morris Harris’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,731	Closed	-$1.01M	–	173
2025 Q1	$1.01M	Sell	3,731 -161	-4%	-$43.5K	0.16%	88
2024 Q4	$1.16M	Hold	3,892	–	–	0.17%	83
2024 Q3	$1.06M	Hold	3,892	–	–	0.18%	83
2024 Q2	$901K	Hold	3,892	–	–	0.15%	94
2024 Q1	$886K	Hold	3,892	–	–	0.16%	98
2023 Q4	$732K	Hold	3,892	–	–	0.36%	75
2023 Q3	$580K	Buy	3,892 +595	+18%	+$88.7K	0.12%	137
2023 Q2	$578K	Buy	+3,297	New	+$578K	0.13%	121
2023 Q1	–	Sell	-3,042	Closed	-$449K	–	152
2022 Q4	$449K	Hold	3,042	–	–	0.17%	124
2022 Q3	$426K	Hold	3,042	–	–	0.1%	158
2022 Q2	$427K	Hold	3,042	–	–	0.09%	171
2022 Q1	$569K	Hold	3,042	–	–	0.11%	145
2021 Q4	$511K	Hold	3,042	–	–	0.09%	169
2021 Q3	$531K	Sell	3,042 -40	-1%	-$6.98K	0.1%	158
2021 Q2	$523K	Buy	3,082 +40	+1%	+$6.79K	0.1%	162
2021 Q1	$448K	Hold	3,042	–	–	0.09%	174
2020 Q4	$372K	Sell	3,042 -250	-8%	-$30.6K	0.08%	195
2020 Q3	$344K	Buy	+3,292	New	+$344K	0.09%	186
2020 Q1	–	Sell	-28,270	Closed	-$3.51M	–	160
2019 Q4	$3.51M	Buy	28,270 +4,650	+20%	+$577K	0.8%	27
2019 Q3	$2.7M	Sell	23,620 -1,000	-4%	-$114K	0.65%	35
2019 Q2	$3.07M	Buy	24,620 +21,620	+721%	+$2.69M	0.8%	26
2019 Q1	$328K	Hold	3,000	–	–	0.16%	85
2018 Q4	$286K	Sell	3,000 -170	-5%	-$16.2K	0.16%	84
2018 Q3	$337K	Hold	3,170	–	–	0.16%	91
2018 Q2	$311K	Hold	3,170	–	–	0.14%	93
2018 Q1	$296K	Hold	3,170	–	–	0.12%	102
2017 Q4	$315K	Hold	3,170	–	–	0.13%	84
2017 Q3	$286K	Hold	3,170	–	–	0.12%	97
2017 Q2	$267K	Hold	3,170	–	–	0.11%	95
2017 Q1	$250K	Sell	3,170 -25	-0.8%	-$1.97K	0.09%	111
2016 Q4	$236K	Hold	3,195	–	–	0.11%	95
2016 Q3	$204K	Sell	3,195 -295	-8%	-$18.8K	0.06%	139
2016 Q2	$212K	Sell	3,490 -106	-3%	-$6.44K	0.05%	204
2016 Q1	$220K	Buy	+3,596	New	+$220K	0.04%	274