Lake Street Private Wealth’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 | $545K | Buy |
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|
2025
Q1 | $457K | Sell |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $494K | Sell |
|
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $204K | Buy |
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