LAM
Lebenthal Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $7.38M | Sell |
93,336
-3,755
| -4% | -$297K | 0.92% | 23 |
|
|
2016
Q4 | $7.19M | Sell |
97,091
-1,580
| -2% | -$117K | 0.92% | 24 |
|
|
2016
Q3 | $6.32M | Buy |
98,671
+9,543
| +11% | +$611K | 0.82% | 27 |
|
|
2016
Q2 | $5.42M | Buy |
89,128
+11,023
| +14% | +$670K | 0.7% | 33 |
|
|
2016
Q1 | $4.8M | Buy |
+78,105
| New | +$4.8M | 1.95% | 21 |
|