Lake Street Advisors Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.61M | Sell |
8,796
-23
| -0.3% | -$6.83K | 0.12% | 109 |
|
|
2024
Q3 | $2.39M | Sell |
8,819
-45
| -0.5% | -$12.2K | 0.11% | 106 |
|
|
2024
Q2 | $2.05M | Sell |
8,864
-17
| -0.2% | -$3.94K | 0.1% | 131 |
|
|
2024
Q1 | $2.02M | Sell |
8,881
-100
| -1% | -$22.8K | 0.09% | 141 |
|
|
2023
Q4 | $1.68M | Buy |
+8,981
| New | +$1.68M | 0.08% | 157 |
|
|
2021
Q3 | – | Sell |
-5,487
| Closed | -$925K | – | 243 |
|
|
2021
Q2 | $925K | Buy |
5,487
+40
| +0.7% | +$6.74K | 0.07% | 118 |
|
|
2021
Q1 | $770K | Sell |
5,447
-1,117
| -17% | -$158K | 0.06% | 119 |
|
|
2020
Q4 | $794K | Sell |
6,564
-388
| -6% | -$46.9K | 0.07% | 117 |
|
|
2020
Q3 | $697K | Buy |
6,952
+368
| +6% | +$36.9K | 0.07% | 116 |
|
|
2020
Q2 | $627K | Buy |
6,584
+220
| +3% | +$21K | 0.06% | 116 |
|
|
2020
Q1 | $545K | Buy |
6,364
+540
| +9% | +$46.2K | 0.07% | 108 |
|
|
2019
Q4 | $725K | Buy |
5,824
+152
| +3% | +$18.9K | 0.07% | 87 |
|
|
2019
Q3 | $439K | Sell |
5,672
-19
| -0.3% | -$1.47K | 0.05% | 108 |
|
|
2019
Q2 | $702K | Sell |
5,691
-282
| -5% | -$34.8K | 0.07% | 76 |
|
|
2019
Q1 | $653K | Buy |
5,973
+2,620
| +78% | +$286K | 0.07% | 82 |
|
|
2018
Q4 | $320K | Buy |
3,353
+173
| +5% | +$16.5K | 0.04% | 128 |
|
|
2018
Q3 | $339K | Sell |
3,180
-7,689
| -71% | -$820K | 0.04% | 128 |
|
|
2018
Q2 | $1.07M | Sell |
10,869
-80
| -0.7% | -$7.84K | 0.11% | 72 |
|
|
2018
Q1 | $1.02M | Buy |
+10,949
| New | +$1.02M | 0.11% | 63 |
|