Lavaca Capital’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 | $747K | Buy |
2,342
+104
| +5% | +$33.2K | 0.28% | 47 |
|
|
2025
Q1 | $602K | Buy |
2,238
+3
| +0.1% | +$807 | 0.25% | 50 |
|
|
2024
Q4 | $663K | Buy |
2,235
+4
| +0.2% | +$1.19K | 0.26% | 55 |
|
|
2024
Q3 | $605K | Sell |
2,231
-3,395
| -60% | -$921K | 0.26% | 56 |
|
|
2024
Q2 | $1.3M | Buy |
5,626
+155
| +3% | +$35.9K | 0.67% | 22 |
|
|
2024
Q1 | $1.25M | Buy |
5,471
+144
| +3% | +$32.8K | 0.73% | 21 |
|
|
2023
Q4 | $998K | Sell |
5,327
-494
| -8% | -$92.5K | 0.57% | 25 |
|
|
2023
Q3 | $868K | Buy |
5,821
+255
| +5% | +$38K | 0.29% | 63 |
|
|
2023
Q2 | $970K | Sell |
5,566
-718
| -11% | -$125K | 0.28% | 65 |
|
|
2023
Q1 | $1.04M | Buy |
6,284
+4
| +0.1% | +$664 | 0.22% | 65 |
|
|
2022
Q4 | $928K | Sell |
6,280
-540
| -8% | -$79.8K | 0.29% | 65 |
|
|
2022
Q3 | $936K | Sell |
6,820
-1,785
| -21% | -$245K | 0.34% | 49 |
|
|
2022
Q2 | $1.22M | Sell |
8,605
-437
| -5% | -$62.1K | 0.18% | 42 |
|
|
2022
Q1 | $1.69M | Sell |
9,042
-14,191
| -61% | -$2.65M | 0.18% | 37 |
|
|
2021
Q4 | $3.8M | Buy |
23,233
+14,702
| +172% | +$2.41M | 0.49% | 17 |
|
|
2021
Q3 | $1.43M | Sell |
8,531
-599
| -7% | -$100K | 0.14% | 38 |
|
|
2021
Q2 | $1.51M | Buy |
9,130
+951
| +12% | +$157K | 0.15% | 35 |
|
|
2021
Q1 | $1.16M | Buy |
8,179
+5,701
| +230% | +$806K | 0.1% | 44 |
|
|
2020
Q4 | $300K | Sell |
2,478
-2,127
| -46% | -$258K | 0.04% | 80 |
|
|
2020
Q3 | $462K | Buy |
4,605
+2,000
| +77% | +$201K | 0.07% | 60 |
|
|
2020
Q2 | $248K | Buy |
+2,605
| New | +$248K | 0.08% | 64 |
|
|
2020
Q1 | – | Sell |
-1,788
| Closed | -$223K | – | 76 |
|
|
2019
Q4 | $223K | Hold |
1,788
| – | – | 0.17% | 76 |
|
|
2019
Q3 | $211K | Sell |
1,788
-2,845
| -61% | -$336K | 0.16% | 83 |
|
|
2019
Q2 | $572K | Hold |
4,633
| – | – | 0.44% | 48 |
|
|
2019
Q1 | $506K | Hold |
4,633
| – | – | 0.43% | 39 |
|
|
2018
Q4 | $442K | Buy |
+4,633
| New | +$442K | 0.44% | 34 |
|