L.J. Altfest & Co’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Sell |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $866K | Hold |
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|
2024
Q4 | $955K | Buy |
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|
2024
Q3 | $872K | Buy |
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|
2024
Q2 | $744K | Buy |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $607K | Buy |
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|
2023
Q3 | $477K | Hold |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $427K | Hold |
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|
2022
Q1 | $576K | Hold |
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|
2021
Q4 | $504K | Sell |
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|
2021
Q3 | $607K | Buy |
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|
2021
Q2 | $599K | Buy |
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|
2021
Q1 | $512K | Buy |
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|
2020
Q4 | $438K | Buy |
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|
2020
Q3 | $363K | Sell |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | $311K | Buy |
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|
2019
Q4 | $437K | Hold |
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|
2019
Q3 | $415K | Sell |
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|
2019
Q2 | $471K | Hold |
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|
2019
Q1 | $417K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $395K | Sell |
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|
2018
Q2 | $374K | Sell |
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|
2018
Q1 | $380K | Sell |
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|
2017
Q4 | $414K | Sell |
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|
2017
Q3 | $446K | Hold |
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|
2017
Q2 | $415K | Hold |
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|
2017
Q1 | $390K | Hold |
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|
2016
Q4 | $365K | Sell |
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|
2016
Q3 | $316K | Sell |
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|
2016
Q2 | $302K | Hold |
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|
2016
Q1 | $305K | Buy |
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|
2015
Q4 | $343K | Sell |
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|
2015
Q3 | $397K | Buy |
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|
2015
Q2 | $407K | Buy |
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|
2015
Q1 | $372K | Sell |
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|
2014
Q4 | $470K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $338K | Hold |
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|
2013
Q4 | $363K | Buy |
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