LKIM
Lawson Kroeker Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Hold |
5,338
| – | – | 0.32% | 57 |
|
|
2025
Q1 | $1.44M | Sell |
5,338
-126
| -2% | -$33.9K | 0.27% | 60 |
|
|
2024
Q4 | $1.62M | Buy |
5,464
+6
| +0.1% | +$1.78K | 0.31% | 59 |
|
|
2024
Q3 | $1.48M | Hold |
5,458
| – | – | 0.27% | 58 |
|
|
2024
Q2 | $1.26M | Buy |
5,458
+51
| +0.9% | +$11.8K | 0.24% | 60 |
|
|
2024
Q1 | $1.23M | Hold |
5,407
| – | – | 0.23% | 61 |
|
|
2023
Q4 | $1.01M | Buy |
5,407
+133
| +3% | +$24.9K | 0.21% | 62 |
|
|
2023
Q3 | $787K | Buy |
5,274
+165
| +3% | +$24.6K | 0.17% | 68 |
|
|
2023
Q2 | $890K | Sell |
5,109
-20
| -0.4% | -$3.48K | 0.21% | 61 |
|
|
2023
Q1 | $846K | Buy |
+5,129
| New | +$846K | 0.19% | 67 |
|
|
2018
Q2 | – | Sell |
-10,145
| Closed | -$946K | – | 68 |
|
|
2018
Q1 | $946K | Buy |
10,145
+50
| +0.5% | +$4.66K | 0.31% | 45 |
|
|
2017
Q4 | $1M | Sell |
10,095
-75
| -0.7% | -$7.45K | 0.32% | 45 |
|
|
2017
Q3 | $920K | Sell |
10,170
-50
| -0.5% | -$4.52K | 0.29% | 48 |
|
|
2017
Q2 | $861K | Hold |
10,220
| – | – | 0.29% | 49 |
|
|
2017
Q1 | $809K | Sell |
10,220
-8,065
| -44% | -$638K | 0.27% | 49 |
|
|
2016
Q4 | $1.36M | Sell |
18,285
-15
| -0.1% | -$1.11K | 0.47% | 45 |
|
|
2016
Q3 | $1.17M | Buy |
18,300
+420
| +2% | +$26.9K | 0.38% | 47 |
|
|
2016
Q2 | $1.09M | Hold |
17,880
| – | – | 0.36% | 48 |
|
|
2016
Q1 | $1.1M | Buy |
17,880
+4,675
| +35% | +$287K | 0.38% | 46 |
|
|
2015
Q4 | $918K | Buy |
13,205
+340
| +3% | +$23.6K | 0.32% | 51 |
|
|
2015
Q3 | $954K | Buy |
12,865
+445
| +4% | +$33K | 0.32% | 49 |
|
|
2015
Q2 | $965K | Buy |
12,420
+3,030
| +32% | +$235K | 0.29% | 55 |
|
|
2015
Q1 | $734K | Buy |
+9,390
| New | +$734K | 0.21% | 60 |
|