Kelman-Lazarov Inc’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 | $507K | Buy |
1,588
+3
| +0.2% | +$957 | 0.08% | 78 |
|
|
2025
Q1 | $426K | Buy |
1,585
+9
| +0.6% | +$2.42K | 0.08% | 77 |
|
|
2024
Q4 | $468K | Sell |
1,576
-3
| -0.2% | -$890 | 0.08% | 74 |
|
|
2024
Q3 | $428K | Hold |
1,579
| – | – | 0.07% | 78 |
|
|
2024
Q2 | $366K | Hold |
1,579
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $360K | Hold |
1,579
| – | – | 0.07% | 82 |
|
|
2023
Q4 | $296K | Sell |
1,579
-14
| -0.9% | -$2.62K | 0.06% | 85 |
|
|
2023
Q3 | $238K | Buy |
1,593
+9
| +0.6% | +$1.34K | 0.06% | 92 |
|
|
2023
Q2 | $276K | Buy |
1,584
+34
| +2% | +$5.92K | 0.07% | 85 |
|
|
2023
Q1 | $256K | Hold |
1,550
| – | – | 0.07% | 86 |
|
|
2022
Q4 | $229K | Hold |
1,550
| – | – | 0.06% | 88 |
|
|
2022
Q3 | $209K | Sell |
1,550
-307
| -17% | -$41.4K | 0.07% | 81 |
|
|
2022
Q2 | $257K | Buy |
1,857
+107
| +6% | +$14.8K | 0.09% | 74 |
|
|
2022
Q1 | $327K | Hold |
1,750
| – | – | 0.11% | 64 |
|
|
2021
Q4 | $286K | Hold |
1,750
| – | – | 0.09% | 71 |
|
|
2021
Q3 | $293K | Hold |
1,750
| – | – | 0.1% | 67 |
|
|
2021
Q2 | $289K | Hold |
1,750
| – | – | 0.1% | 69 |
|
|
2021
Q1 | $248K | Hold |
1,750
| – | – | 0.09% | 74 |
|
|
2020
Q4 | $212K | Buy |
+1,750
| New | +$212K | 0.08% | 78 |
|
|
2020
Q1 | – | Sell |
-2,375
| Closed | -$296K | – | 76 |
|
|
2019
Q4 | $296K | Hold |
2,375
| – | – | 0.13% | 76 |
|
|
2019
Q3 | $281K | Hold |
2,375
| – | – | 0.14% | 78 |
|
|
2019
Q2 | $293K | Sell |
2,375
-100
| -4% | -$12.3K | 0.15% | 76 |
|
|
2019
Q1 | $271K | Sell |
2,475
-113
| -4% | -$12.4K | 0.14% | 83 |
|
|
2018
Q4 | $247K | Sell |
2,588
-200
| -7% | -$19.1K | 0.15% | 84 |
|
|
2018
Q3 | $297K | Sell |
2,788
-100
| -3% | -$10.7K | 0.17% | 84 |
|
|
2018
Q2 | $283K | Sell |
2,888
-100
| -3% | -$9.8K | 0.15% | 90 |
|
|
2018
Q1 | $279K | Sell |
2,988
-664
| -18% | -$62K | 0.15% | 92 |
|
|
2017
Q4 | $363K | Sell |
3,652
-787
| -18% | -$78.2K | 0.19% | 89 |
|
|
2017
Q3 | $402K | Sell |
4,439
-175
| -4% | -$15.8K | 0.21% | 89 |
|
|
2017
Q2 | $389K | Buy |
4,614
+264
| +6% | +$22.3K | 0.21% | 90 |
|
|
2017
Q1 | $344K | Sell |
4,350
-200
| -4% | -$15.8K | 0.22% | 86 |
|
|
2016
Q4 | $337K | Sell |
4,550
-314
| -6% | -$23.3K | 0.19% | 94 |
|
|
2016
Q3 | $311K | Sell |
4,864
-575
| -11% | -$36.7K | 0.18% | 96 |
|
|
2016
Q2 | $330K | Hold |
5,439
| – | – | 0.19% | 95 |
|
|
2016
Q1 | $332K | Buy |
+5,439
| New | +$332K | 0.19% | 99 |
|