Lafayette Investments’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
Q2 | $345K | Sell |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $293K | Hold |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $247K | Hold |
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|
2019
Q1 | $219K | Buy |
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