Lee, Danner & Bass’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.16M | Sell |
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|
2025
Q2 | $2.09M | Hold |
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|
2025
Q1 | $1.76M | Hold |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.7M | Buy |
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|
2024
Q2 | $1.4M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.08M | Hold |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.19M | Hold |
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|
2022
Q4 | $1.06M | Hold |
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|
2022
Q3 | $973K | Hold |
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|
2022
Q2 | $1M | Hold |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.11M | Hold |
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|
2021
Q3 | $1.14M | Hold |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $961K | Hold |
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|
2020
Q4 | $821K | Hold |
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|
2020
Q3 | $681K | Hold |
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|
2020
Q2 | $647K | Sell |
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|
2020
Q1 | $600K | Buy |
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|
2019
Q4 | $836K | Hold |
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|
2019
Q3 | $794K | Sell |
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|
2019
Q2 | $899K | Buy |
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|
2019
Q1 | $796K | Buy |
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|
2018
Q4 | $694K | Buy |
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|
2018
Q3 | $770K | Sell |
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|
2018
Q2 | $727K | Buy |
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|
2018
Q1 | $636K | Sell |
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|
2017
Q4 | $692K | Sell |
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|
2017
Q3 | $699K | Buy |
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|
2017
Q2 | $568K | Sell |
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|
2017
Q1 | $546K | Sell |
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|
2016
Q4 | $616K | Sell |
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|
2016
Q3 | $534K | Sell |
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|
2016
Q2 | $531K | Hold |
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|
2016
Q1 | $579K | Sell |
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|
2015
Q4 | $632K | Buy |
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|
2015
Q3 | $651K | Hold |
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|
2015
Q2 | $682K | Sell |
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|
2015
Q1 | $722K | Sell |
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|
2014
Q4 | $887K | Sell |
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|
2014
Q3 | $858K | Hold |
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|
2014
Q2 | $929K | Buy |
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|
2014
Q1 | $864K | Sell |
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|
2013
Q4 | $898K | Buy |
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|
2013
Q3 | $642K | Hold |
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|
2013
Q2 | $636K | Buy |
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