Cyrus J. Lawrence’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-754
| Closed | -$223K | – | 58 |
|
|
2024
Q4 | $223K | Buy |
754
+25
| +3% | +$7.39K | 0.04% | 66 |
|
|
2024
Q3 | $197K | Hold |
729
| – | – | 0.04% | 70 |
|
|
2024
Q2 | $166K | Hold |
729
| – | – | 0.03% | 70 |
|
|
2024
Q1 | $165K | Buy |
+729
| New | +$165K | 0.04% | 73 |
|
|
2023
Q3 | $106K | Hold |
711
| – | – | 0.03% | 75 |
|
|
2023
Q2 | $123 | Hold |
711
| – | – | 0.03% | 75 |
|
|
2023
Q1 | $117K | Hold |
711
| – | – | 0.03% | 77 |
|
|
2022
Q4 | $105K | Buy |
+711
| New | +$105K | 0.03% | 79 |
|
|
2022
Q3 | – | Sell |
-711
| Closed | -$98K | – | 196 |
|
|
2022
Q2 | $98K | Hold |
711
| – | – | 0.03% | 106 |
|
|
2022
Q1 | $133K | Buy |
+711
| New | +$133K | 0.03% | 99 |
|