Lake Street Private Wealth’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 | $545K | Buy |
1,709
+10
| +0.6% | +$3.19K | 0.08% | 147 |
|
|
2025
Q1 | $457K | Sell |
1,699
-50
| -3% | -$13.5K | 0.07% | 158 |
|
|
2024
Q4 | $519K | Sell |
1,749
-72
| -4% | -$21.4K | 0.08% | 148 |
|
|
2024
Q3 | $494K | Sell |
1,821
-4,732
| -72% | -$1.28M | 0.08% | 161 |
|
|
2024
Q2 | $1.52M | Sell |
6,553
-295
| -4% | -$68.3K | 0.2% | 113 |
|
|
2024
Q1 | $1.56M | Buy |
6,848
+1,107
| +19% | +$252K | 0.22% | 117 |
|
|
2023
Q4 | $1.08M | Buy |
5,741
+3,641
| +173% | +$682K | 0.17% | 124 |
|
|
2023
Q3 | $315K | Buy |
2,100
+67
| +3% | +$10.1K | 0.06% | 221 |
|
|
2023
Q2 | $354K | Sell |
2,033
-19
| -0.9% | -$3.31K | 0.06% | 210 |
|
|
2023
Q1 | $338K | Buy |
2,052
+94
| +5% | +$15.5K | 0.06% | 217 |
|
|
2022
Q4 | $289K | Sell |
1,958
-518
| -21% | -$76.5K | 0.06% | 227 |
|
|
2022
Q3 | $334K | Sell |
2,476
-200
| -7% | -$27K | 0.08% | 208 |
|
|
2022
Q2 | $371K | Buy |
2,676
+388
| +17% | +$53.8K | 0.08% | 200 |
|
|
2022
Q1 | $428K | Buy |
2,288
+1,040
| +83% | +$195K | 0.08% | 203 |
|
|
2021
Q4 | $204K | Buy |
+1,248
| New | +$204K | 0.04% | 312 |
|