LRPA
L. Roy Papp & Associates’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
4,500
| – | – | 0.17% | 82 |
|
|
2025
Q1 | $1.21M | Hold |
4,500
| – | – | 0.15% | 85 |
|
|
2024
Q4 | $1.34M | Sell |
4,500
-200
| -4% | -$59.4K | 0.16% | 84 |
|
|
2024
Q3 | $1.27M | Hold |
4,700
| – | – | 0.15% | 85 |
|
|
2024
Q2 | $1.09M | Sell |
4,700
-21
| -0.4% | -$4.86K | 0.13% | 89 |
|
|
2024
Q1 | $1.07M | Hold |
4,721
| – | – | 0.13% | 94 |
|
|
2023
Q4 | $884K | Hold |
4,721
| – | – | 0.11% | 101 |
|
|
2023
Q3 | $704K | Buy |
4,721
+5
| +0.1% | +$746 | 0.1% | 102 |
|
|
2023
Q2 | $821K | Sell |
4,716
-500
| -10% | -$87.1K | 0.11% | 103 |
|
|
2023
Q1 | $860K | Hold |
5,216
| – | – | 0.12% | 103 |
|
|
2022
Q4 | $771K | Hold |
5,216
| – | – | 0.11% | 106 |
|
|
2022
Q3 | $704K | Buy |
5,216
+198
| +4% | +$26.7K | 0.11% | 107 |
|
|
2022
Q2 | $696K | Buy |
5,018
+52
| +1% | +$7.21K | 0.1% | 110 |
|
|
2022
Q1 | $929K | Sell |
4,966
-29
| -0.6% | -$5.43K | 0.12% | 104 |
|
|
2021
Q4 | $817K | Hold |
4,995
| – | – | 0.09% | 109 |
|
|
2021
Q3 | $837K | Hold |
4,995
| – | – | 0.11% | 109 |
|
|
2021
Q2 | $825K | Hold |
4,995
| – | – | 0.1% | 106 |
|
|
2021
Q1 | $706K | Sell |
4,995
-1,080
| -18% | -$153K | 0.1% | 109 |
|
|
2020
Q4 | $735K | Buy |
6,075
+127
| +2% | +$15.4K | 0.08% | 115 |
|
|
2020
Q3 | $596K | Sell |
5,948
-281
| -5% | -$28.2K | 0.08% | 117 |
|
|
2020
Q2 | $593K | Sell |
6,229
-44
| -0.7% | -$4.19K | 0.08% | 118 |
|
|
2020
Q1 | $537K | Sell |
6,273
-300
| -5% | -$25.7K | 0.1% | 117 |
|
|
2019
Q4 | $818K | Sell |
6,573
-827
| -11% | -$103K | 0.12% | 108 |
|
|
2019
Q3 | $875K | Hold |
7,400
| – | – | 0.14% | 101 |
|
|
2019
Q2 | $913K | Buy |
7,400
+650
| +10% | +$80.2K | 0.14% | 99 |
|
|
2019
Q1 | $738K | Buy |
6,750
+86
| +1% | +$9.4K | 0.13% | 95 |
|
|
2018
Q4 | $635K | Sell |
6,664
-400
| -6% | -$38.1K | 0.13% | 99 |
|
|
2018
Q3 | $752K | Hold |
7,064
| – | – | 0.13% | 98 |
|
|
2018
Q2 | $692K | Hold |
7,064
| – | – | 0.13% | 99 |
|
|
2018
Q1 | $659K | Hold |
7,064
| – | – | 0.13% | 102 |
|
|
2017
Q4 | $702K | Hold |
7,064
| – | – | 0.14% | 98 |
|
|
2017
Q3 | $639K | Sell |
7,064
-1,050
| -13% | -$95K | 0.14% | 90 |
|
|
2017
Q2 | $684K | Hold |
8,114
| – | – | 0.15% | 94 |
|
|
2017
Q1 | $642K | Sell |
8,114
-89
| -1% | -$7.04K | 0.15% | 92 |
|
|
2016
Q4 | $608K | Sell |
8,203
-200
| -2% | -$14.8K | 0.14% | 98 |
|
|
2016
Q3 | $538K | Hold |
8,403
| – | – | 0.12% | 102 |
|
|
2016
Q2 | $511K | Sell |
8,403
-500
| -6% | -$30.4K | 0.12% | 110 |
|
|
2016
Q1 | $547K | Sell |
8,903
-1,850
| -17% | -$114K | 0.13% | 106 |
|
|
2015
Q4 | $748K | Buy |
10,753
+150
| +1% | +$10.4K | 0.18% | 88 |
|
|
2015
Q3 | $786K | Sell |
10,603
-135
| -1% | -$10K | 0.19% | 87 |
|
|
2015
Q2 | $835K | Sell |
10,738
-700
| -6% | -$54.4K | 0.19% | 88 |
|
|
2015
Q1 | $894K | Sell |
11,438
-325
| -3% | -$25.4K | 0.2% | 89 |
|
|
2014
Q4 | $1.09M | Hold |
11,763
| – | – | 0.24% | 78 |
|
|
2014
Q3 | $1.03M | Hold |
11,763
| – | – | 0.24% | 79 |
|
|
2014
Q2 | $1.12M | Hold |
11,763
| – | – | 0.25% | 78 |
|
|
2014
Q1 | $1.06M | Buy |
11,763
+450
| +4% | +$40.5K | 0.25% | 79 |
|
|
2013
Q4 | $1.03M | Sell |
11,313
-1,291
| -10% | -$117K | 0.22% | 76 |
|
|
2013
Q3 | $952K | Hold |
12,604
| – | – | 0.23% | 77 |
|
|
2013
Q2 | $942K | Buy |
+12,604
| New | +$942K | 0.23% | 77 |
|