Lake Street Advisors Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.61M | Sell |
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|
2024
Q3 | $2.39M | Sell |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.02M | Sell |
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|
2023
Q4 | $1.68M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $925K | Buy |
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|
2021
Q1 | $770K | Sell |
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|
2020
Q4 | $794K | Sell |
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|
2020
Q3 | $697K | Buy |
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|
2020
Q2 | $627K | Buy |
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|
2020
Q1 | $545K | Buy |
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|
2019
Q4 | $725K | Buy |
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|
2019
Q3 | $439K | Sell |
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|
2019
Q2 | $702K | Sell |
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|
2019
Q1 | $653K | Buy |
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|
2018
Q4 | $320K | Buy |
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $1.02M | Buy |
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