Alan B. Lancz & Associates’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 | $271K | Hold |
850
| – | – | 0.27% | 101 |
|
|
2025
Q1 | $229K | Sell |
850
-200
| -19% | -$53.8K | 0.24% | 112 |
|
|
2024
Q4 | $312K | Hold |
1,050
| – | – | 0.32% | 84 |
|
|
2024
Q3 | $285K | Buy |
1,050
+100
| +11% | +$27.1K | 0.26% | 101 |
|
|
2024
Q2 | $220K | Buy |
+950
| New | +$220K | 0.22% | 114 |
|
|
2023
Q4 | $244K | Buy |
+1,300
| New | +$244K | 0.26% | 113 |
|
|
2023
Q3 | – | Sell |
-1,300
| Closed | -$226K | – | 132 |
|
|
2023
Q2 | $226K | Hold |
1,300
| – | – | 0.24% | 112 |
|
|
2023
Q1 | $214K | Hold |
1,300
| – | – | 0.22% | 117 |
|
|
2022
Q4 | $202K | Hold |
1,300
| – | – | 0.2% | 128 |
|
|
2022
Q3 | $175K | Hold |
1,300
| – | – | 0.21% | 124 |
|
|
2022
Q2 | $200K | Hold |
1,300
| – | – | 0.2% | 130 |
|
|
2022
Q1 | $243K | Hold |
1,300
| – | – | 0.21% | 122 |
|
|
2021
Q4 | $213K | Buy |
+1,300
| New | +$213K | 0.19% | 136 |
|