LWANC
Laurel Wealth Advisors (North Carolina)’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Buy |
1,742,009
+1,736,513
| +31,596% | +$5.44M | 0.08% | 136 |
|
|
2025
Q1 | $1.48M | Buy |
5,496
+5
| +0.1% | +$1.35K | 0.23% | 90 |
|
|
2024
Q4 | $1.63M | Sell |
5,491
-30
| -0.5% | -$8.9K | 0.25% | 86 |
|
|
2024
Q3 | $1.5M | Sell |
5,521
-19
| -0.3% | -$5.15K | 0.24% | 90 |
|
|
2024
Q2 | $1.28M | Sell |
5,540
-120
| -2% | -$27.8K | 0.22% | 92 |
|
|
2024
Q1 | $1.29M | Hold |
5,660
| – | – | 0.22% | 96 |
|
|
2023
Q4 | $1.06M | Buy |
5,660
+2
| +0% | +$375 | 0.2% | 98 |
|
|
2023
Q3 | $844K | Sell |
5,658
-294
| -5% | -$43.9K | 0.18% | 103 |
|
|
2023
Q2 | $1.04M | Sell |
5,952
-284
| -5% | -$49.5K | 0.21% | 93 |
|
|
2023
Q1 | $1.03M | Buy |
6,236
+465
| +8% | +$76.7K | 0.22% | 89 |
|
|
2022
Q4 | $853K | Buy |
5,771
+1
| +0% | +$148 | 0.19% | 95 |
|
|
2022
Q3 | $778K | Buy |
5,770
+1
| +0% | +$135 | 0.19% | 92 |
|
|
2022
Q2 | $800K | Hold |
5,769
| – | – | 0.19% | 92 |
|
|
2022
Q1 | $1.08M | Sell |
5,769
-135
| -2% | -$25.3K | 0.23% | 88 |
|
|
2021
Q4 | $966K | Hold |
5,904
| – | – | 0.2% | 94 |
|
|
2021
Q3 | $989K | Sell |
5,904
-80
| -1% | -$13.4K | 0.22% | 88 |
|
|
2021
Q2 | $989K | Sell |
5,984
-25
| -0.4% | -$4.13K | 0.21% | 91 |
|
|
2021
Q1 | $850K | Sell |
6,009
-125
| -2% | -$17.7K | 0.21% | 92 |
|
|
2020
Q4 | $742K | Sell |
6,134
-31
| -0.5% | -$3.75K | 0.19% | 94 |
|
|
2020
Q3 | $618K | Hold |
6,165
| – | – | 0.18% | 91 |
|
|
2020
Q2 | $587K | Buy |
6,165
+131
| +2% | +$12.5K | 0.19% | 89 |
|
|
2020
Q1 | $517K | Buy |
6,034
+131
| +2% | +$11.2K | 0.19% | 89 |
|
|
2019
Q4 | $735K | Sell |
5,903
-25
| -0.4% | -$3.11K | 0.23% | 82 |
|
|
2019
Q3 | $701K | Buy |
5,928
+5
| +0.1% | +$591 | 0.24% | 85 |
|
|
2019
Q2 | $731K | Sell |
5,923
-143
| -2% | -$17.6K | 0.26% | 80 |
|
|
2019
Q1 | $663K | Hold |
6,066
| – | – | 0.24% | 85 |
|
|
2018
Q4 | $578K | Buy |
+6,066
| New | +$578K | 0.23% | 88 |
|