Laidlaw Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,648
| Closed | -$309K | – | 177 |
|
|
2023
Q4 | $309K | Sell |
1,648
-105
| -6% | -$19.7K | 0.11% | 181 |
|
|
2023
Q3 | $262K | Sell |
1,753
-227
| -11% | -$33.9K | 0.09% | 215 |
|
|
2023
Q2 | $345K | Sell |
1,980
-855
| -30% | -$149K | 0.07% | 244 |
|
|
2023
Q1 | $468K | Buy |
2,835
+110
| +4% | +$18.1K | 0.1% | 208 |
|
|
2022
Q4 | $403K | Buy |
2,725
+2
| +0.1% | +$296 | 0.09% | 221 |
|
|
2022
Q3 | $367K | Sell |
2,723
-3,999
| -59% | -$539K | 0.09% | 211 |
|
|
2022
Q2 | $932K | Buy |
6,722
+4,283
| +176% | +$594K | 0.19% | 129 |
|
|
2022
Q1 | $456K | Buy |
2,439
+228
| +10% | +$42.6K | 0.08% | 228 |
|
|
2021
Q4 | $362K | Buy |
2,211
+224
| +11% | +$36.7K | 0.06% | 274 |
|
|
2021
Q3 | $333K | Buy |
1,987
+35
| +2% | +$5.87K | 0.09% | 183 |
|
|
2021
Q2 | $323K | Buy |
+1,952
| New | +$323K | 0.08% | 191 |
|
|
2021
Q1 | – | Sell |
-1,871
| Closed | -$226K | – | 228 |
|
|
2020
Q4 | $226K | Buy |
+1,871
| New | +$226K | 0.05% | 316 |
|
|
2020
Q1 | – | Sell |
-1,985
| Closed | -$247K | – | 151 |
|
|
2019
Q4 | $247K | Buy |
+1,985
| New | +$247K | 0.16% | 143 |
|