Brown, Lisle/Cummings’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 | $654K | Hold |
2,049
| – | – | 0.17% | 119 |
|
|
2025
Q1 | $551K | Buy |
2,049
+2
| +0.1% | +$538 | 0.16% | 132 |
|
|
2024
Q4 | $608K | Hold |
2,047
| – | – | 0.18% | 123 |
|
|
2024
Q3 | $555K | Hold |
2,047
| – | – | 0.17% | 124 |
|
|
2024
Q2 | $474K | Hold |
2,047
| – | – | 0.15% | 138 |
|
|
2024
Q1 | $466K | Hold |
2,047
| – | – | 0.16% | 137 |
|
|
2023
Q4 | $383K | Hold |
2,047
| – | – | 0.14% | 144 |
|
|
2023
Q3 | $305K | Hold |
2,047
| – | – | 0.14% | 142 |
|
|
2023
Q2 | $357K | Buy |
2,047
+172
| +9% | +$30K | 0.16% | 134 |
|
|
2023
Q1 | $309K | Hold |
1,875
| – | – | 0.16% | 133 |
|
|
2022
Q4 | $277K | Hold |
1,875
| – | – | 0.15% | 131 |
|
|
2022
Q3 | $253K | Hold |
1,875
| – | – | 0.15% | 131 |
|
|
2022
Q2 | $260K | Hold |
1,875
| – | – | 0.14% | 135 |
|
|
2022
Q1 | $351K | Hold |
1,875
| – | – | 0.17% | 125 |
|
|
2021
Q4 | $307K | Buy |
+1,875
| New | +$307K | 0.15% | 133 |
|