Edgar Lomax Company’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 | $13.7M | Sell |
43,045
-700
| -2% | -$223K | 0.87% | 40 |
|
|
2025
Q1 | $11.8M | Sell |
43,745
-79,670
| -65% | -$21.4M | 0.74% | 40 |
|
|
2024
Q4 | $36.6M | Sell |
123,415
-2,350
| -2% | -$697K | 2.36% | 18 |
|
|
2024
Q3 | $34.1M | Sell |
125,765
-1,965
| -2% | -$533K | 2.08% | 18 |
|
|
2024
Q2 | $29.6M | Sell |
127,730
-2,275
| -2% | -$527K | 1.92% | 21 |
|
|
2024
Q1 | $29.6M | Sell |
130,005
-42,395
| -25% | -$9.65M | 1.83% | 21 |
|
|
2023
Q4 | $32.3M | Sell |
172,400
-7,025
| -4% | -$1.32M | 2.11% | 20 |
|
|
2023
Q3 | $26.8M | Sell |
179,425
-2,950
| -2% | -$440K | 1.82% | 26 |
|
|
2023
Q2 | $31.8M | Sell |
182,375
-2,590
| -1% | -$451K | 2.09% | 22 |
|
|
2023
Q1 | $30.5M | Buy |
184,965
+144,840
| +361% | +$23.9M | 1.96% | 23 |
|
|
2022
Q4 | $5.93M | Sell |
40,125
-380
| -0.9% | -$56.1K | 0.36% | 52 |
|
|
2022
Q3 | $5.47M | Sell |
40,505
-455
| -1% | -$61.4K | 0.38% | 51 |
|
|
2022
Q2 | $5.68M | Buy |
40,960
+1,115
| +3% | +$155K | 0.36% | 51 |
|
|
2022
Q1 | $7.45M | Buy |
+39,845
| New | +$7.45M | 0.44% | 51 |
|
|
2021
Q1 | – | Sell |
-49,175
| Closed | -$5.95M | – | 64 |
|
|
2020
Q4 | $5.95M | Sell |
49,175
-900
| -2% | -$109K | 0.4% | 49 |
|
|
2020
Q3 | $5.02M | Buy |
50,075
+2,200
| +5% | +$221K | 0.39% | 48 |
|
|
2020
Q2 | $4.56M | Buy |
47,875
+1,200
| +3% | +$114K | 0.36% | 50 |
|
|
2020
Q1 | $4M | Buy |
+46,675
| New | +$4M | 0.36% | 50 |
|
|
2019
Q1 | – | Sell |
-113,275
| Closed | -$10.8M | – | 65 |
|
|
2018
Q4 | $10.8M | Sell |
113,275
-2,000
| -2% | -$191K | 0.82% | 38 |
|
|
2018
Q3 | $12.3M | Sell |
115,275
-4,000
| -3% | -$426K | 0.82% | 39 |
|
|
2018
Q2 | $11.7M | Buy |
119,275
+800
| +0.7% | +$78.4K | 0.82% | 40 |
|
|
2018
Q1 | $11.1M | Buy |
+118,475
| New | +$11.1M | 0.79% | 41 |
|
|
2014
Q1 | – | Sell |
-11,425
| Closed | -$1.04M | – | 59 |
|
|
2013
Q4 | $1.04M | Sell |
11,425
-258,853
| -96% | -$23.5M | 0.08% | 59 |
|
|
2013
Q3 | $20.4M | Sell |
270,278
-24,200
| -8% | -$1.83M | 1.67% | 25 |
|
|
2013
Q2 | $22M | Buy |
+294,478
| New | +$22M | 1.71% | 24 |
|