LGA
Lebenthal Global Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
6,376
+971
| +18% | +$310K | 0.38% | 40 |
|
|
2025
Q1 | $1.45M | Buy |
5,405
+136
| +3% | +$36.6K | 0.27% | 46 |
|
|
2024
Q4 | $1.56M | Sell |
5,269
-61
| -1% | -$18.1K | 0.29% | 55 |
|
|
2024
Q3 | $1.45M | Buy |
5,330
+545
| +11% | +$148K | 0.29% | 49 |
|
|
2024
Q2 | $1.11M | Buy |
4,785
+493
| +11% | +$114K | 0.24% | 57 |
|
|
2024
Q1 | $977K | Buy |
4,292
+205
| +5% | +$46.7K | 0.22% | 52 |
|
|
2023
Q4 | $766K | Buy |
+4,087
| New | +$766K | 0.18% | 69 |
|
|
2023
Q1 | – | Sell |
-2,509
| Closed | -$371K | – | 116 |
|
|
2022
Q4 | $371K | Buy |
+2,509
| New | +$371K | 0.12% | 93 |
|
|
2022
Q2 | – | Sell |
-1,342
| Closed | -$250K | – | 131 |
|
|
2022
Q1 | $250K | Sell |
1,342
-39
| -3% | -$7.27K | 0.11% | 128 |
|
|
2021
Q4 | $225K | Buy |
+1,381
| New | +$225K | 0.09% | 151 |
|
|
2021
Q1 | – | Sell |
-959
| Closed | -$115K | – | 167 |
|
|
2020
Q4 | $115K | Buy |
+959
| New | +$115K | 0.08% | 163 |
|