Lafayette Investments’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 | $345K | Sell |
1,081
-40
| -4% | -$12.8K | 0.07% | 119 |
|
|
2025
Q1 | $302K | Sell |
1,121
-80
| -7% | -$21.5K | 0.06% | 121 |
|
|
2024
Q4 | $356K | Sell |
1,201
-124
| -9% | -$36.8K | 0.08% | 105 |
|
|
2024
Q3 | $359K | Sell |
1,325
-103
| -7% | -$27.9K | 0.08% | 104 |
|
|
2024
Q2 | $331K | Sell |
1,428
-285
| -17% | -$66K | 0.08% | 104 |
|
|
2024
Q1 | $390K | Hold |
1,713
| – | – | 0.09% | 100 |
|
|
2023
Q4 | $321K | Hold |
1,713
| – | – | 0.08% | 103 |
|
|
2023
Q3 | $256K | Buy |
1,713
+124
| +8% | +$18.5K | 0.07% | 105 |
|
|
2023
Q2 | $277K | Buy |
1,589
+65
| +4% | +$11.3K | 0.07% | 103 |
|
|
2023
Q1 | $251K | Hold |
1,524
| – | – | 0.07% | 103 |
|
|
2022
Q4 | $225K | Hold |
1,524
| – | – | 0.06% | 110 |
|
|
2022
Q3 | $206K | Hold |
1,524
| – | – | 0.06% | 109 |
|
|
2022
Q2 | $211K | Hold |
1,524
| – | – | 0.06% | 110 |
|
|
2022
Q1 | $285K | Hold |
1,524
| – | – | 0.07% | 104 |
|
|
2021
Q4 | $249K | Hold |
1,524
| – | – | 0.06% | 116 |
|
|
2021
Q3 | $255K | Sell |
1,524
-250
| -14% | -$41.8K | 0.07% | 106 |
|
|
2021
Q2 | $293K | Hold |
1,774
| – | – | 0.08% | 100 |
|
|
2021
Q1 | $251K | Sell |
1,774
-794
| -31% | -$112K | 0.08% | 81 |
|
|
2020
Q4 | $310K | Buy |
2,568
+544
| +27% | +$65.7K | 0.11% | 72 |
|
|
2020
Q3 | $203K | Buy |
+2,024
| New | +$203K | 0.08% | 83 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$249K | – | 80 |
|
|
2019
Q4 | $249K | Hold |
2,000
| – | – | 0.09% | 77 |
|
|
2019
Q3 | $237K | Hold |
2,000
| – | – | 0.09% | 79 |
|
|
2019
Q2 | $247K | Hold |
2,000
| – | – | 0.09% | 76 |
|
|
2019
Q1 | $219K | Buy |
+2,000
| New | +$219K | 0.08% | 80 |
|