LaSalle St. Investment Advisors’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 | $550K | Sell |
1,725
-266
| -13% | -$84.8K | 0.15% | 140 |
|
|
2025
Q1 | $535K | Buy |
1,991
+22
| +1% | +$5.91K | 0.13% | 140 |
|
|
2024
Q4 | $584K | Sell |
1,969
-38
| -2% | -$11.3K | 0.18% | 114 |
|
|
2024
Q3 | $544K | Buy |
2,007
+110
| +6% | +$29.8K | 0.21% | 87 |
|
|
2024
Q2 | $439K | Sell |
1,897
-24,459
| -93% | -$5.66M | 0.22% | 85 |
|
|
2024
Q1 | $352K | Buy |
26,356
+24,474
| +1,300% | +$327K | 0.2% | 81 |
|
|
2023
Q4 | $3.53M | Buy |
1,882
+33
| +2% | +$61.8K | 0.24% | 73 |
|
|
2023
Q3 | $275K | Buy |
+1,849
| New | +$275K | 0.13% | 94 |
|
|
2023
Q2 | – | Sell |
-1,844
| Closed | -$304K | – | 121 |
|
|
2023
Q1 | $304K | Buy |
+1,844
| New | +$304K | 0.13% | 89 |
|