Lazari Capital Management’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 | $1.28M | Sell |
4,008
-50
| -1% | -$15.9K | 0.48% | 37 |
|
|
2025
Q1 | $1.09M | Buy |
4,058
+452
| +13% | +$122K | 0.45% | 44 |
|
|
2024
Q4 | $1.07M | Buy |
3,606
+28
| +0.8% | +$8.31K | 0.43% | 36 |
|
|
2024
Q3 | $970K | Sell |
3,578
-65
| -2% | -$17.6K | 0.42% | 43 |
|
|
2024
Q2 | $844K | Buy |
3,643
+113
| +3% | +$26.2K | 0.38% | 45 |
|
|
2024
Q1 | $804K | Sell |
3,530
-100
| -3% | -$22.8K | 0.44% | 39 |
|
|
2023
Q4 | $680K | Sell |
3,630
-300
| -8% | -$56.2K | 0.39% | 42 |
|
|
2023
Q3 | $586K | Buy |
3,930
+40
| +1% | +$5.97K | 0.35% | 48 |
|
|
2023
Q2 | $678K | Buy |
+3,890
| New | +$678K | 0.38% | 44 |
|