Lee, Danner & Bass’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 | $2.09M | Hold |
6,537
| – | – | 0.16% | 103 |
|
|
2025
Q1 | $1.76M | Hold |
6,537
| – | – | 0.14% | 109 |
|
|
2024
Q4 | $1.94M | Buy |
6,537
+272
| +4% | +$80.7K | 0.15% | 105 |
|
|
2024
Q3 | $1.7M | Buy |
6,265
+225
| +4% | +$61K | 0.12% | 108 |
|
|
2024
Q2 | $1.4M | Buy |
+6,040
| New | +$1.4M | 0.11% | 120 |
|
|
2023
Q4 | $1.2M | Sell |
6,423
-800
| -11% | -$150K | 0.1% | 122 |
|
|
2023
Q3 | $1.08M | Hold |
7,223
| – | – | 0.1% | 117 |
|
|
2023
Q2 | $1.26M | Buy |
7,223
+12
| +0.2% | +$2.09K | 0.11% | 118 |
|
|
2023
Q1 | $1.19M | Hold |
7,211
| – | – | 0.11% | 119 |
|
|
2022
Q4 | $1.07M | Hold |
7,211
| – | – | 0.1% | 123 |
|
|
2022
Q3 | $973K | Hold |
7,211
| – | – | 0.1% | 121 |
|
|
2022
Q2 | $1M | Hold |
7,211
| – | – | 0.1% | 119 |
|
|
2022
Q1 | $1.35M | Buy |
7,211
+418
| +6% | +$78.1K | 0.11% | 111 |
|
|
2021
Q4 | $1.11M | Hold |
6,793
| – | – | 0.1% | 116 |
|
|
2021
Q3 | $1.14M | Hold |
6,793
| – | – | 0.11% | 113 |
|
|
2021
Q2 | $1.12M | Hold |
6,793
| – | – | 0.1% | 115 |
|
|
2021
Q1 | $961K | Hold |
6,793
| – | – | 0.09% | 118 |
|
|
2020
Q4 | $821K | Hold |
6,793
| – | – | 0.09% | 120 |
|
|
2020
Q3 | $681K | Hold |
6,793
| – | – | 0.08% | 123 |
|
|
2020
Q2 | $647K | Sell |
6,793
-221
| -3% | -$21K | 0.08% | 124 |
|
|
2020
Q1 | $600K | Buy |
7,014
+300
| +4% | +$25.7K | 0.09% | 123 |
|
|
2019
Q4 | $836K | Hold |
6,714
| – | – | 0.09% | 123 |
|
|
2019
Q3 | $794K | Sell |
6,714
-569
| -8% | -$67.3K | 0.09% | 125 |
|
|
2019
Q2 | $899K | Buy |
7,283
+2
| +0% | +$247 | 0.1% | 118 |
|
|
2019
Q1 | $796K | Buy |
7,281
+3
| +0% | +$328 | 0.09% | 120 |
|
|
2018
Q4 | $694K | Buy |
7,278
+47
| +0.6% | +$4.48K | 0.08% | 128 |
|
|
2018
Q3 | $770K | Sell |
7,231
-188
| -3% | -$20K | 0.08% | 126 |
|
|
2018
Q2 | $727K | Buy |
7,419
+600
| +9% | +$58.8K | 0.08% | 125 |
|
|
2018
Q1 | $636K | Sell |
6,819
-150
| -2% | -$14K | 0.07% | 129 |
|
|
2017
Q4 | $692K | Sell |
6,969
-760
| -10% | -$75.5K | 0.07% | 127 |
|
|
2017
Q3 | $699K | Buy |
7,729
+981
| +15% | +$88.7K | 0.08% | 121 |
|
|
2017
Q2 | $568K | Sell |
6,748
-150
| -2% | -$12.6K | 0.06% | 125 |
|
|
2017
Q1 | $546K | Sell |
6,898
-1,416
| -17% | -$112K | 0.06% | 125 |
|
|
2016
Q4 | $616K | Sell |
8,314
-27
| -0.3% | -$2K | 0.07% | 118 |
|
|
2016
Q3 | $534K | Sell |
8,341
-400
| -5% | -$25.6K | 0.07% | 121 |
|
|
2016
Q2 | $531K | Hold |
8,741
| – | – | 0.06% | 120 |
|
|
2016
Q1 | $579K | Sell |
8,741
-340
| -4% | -$22.5K | 0.07% | 116 |
|
|
2015
Q4 | $632K | Buy |
9,081
+305
| +3% | +$21.2K | 0.08% | 114 |
|
|
2015
Q3 | $651K | Hold |
8,776
| – | – | 0.09% | 116 |
|
|
2015
Q2 | $682K | Sell |
8,776
-460
| -5% | -$35.7K | 0.08% | 114 |
|
|
2015
Q1 | $722K | Sell |
9,236
-300
| -3% | -$23.5K | 0.09% | 108 |
|
|
2014
Q4 | $887K | Sell |
9,536
-260
| -3% | -$24.2K | 0.11% | 101 |
|
|
2014
Q3 | $858K | Hold |
9,796
| – | – | 0.11% | 102 |
|
|
2014
Q2 | $929K | Buy |
9,796
+195
| +2% | +$18.5K | 0.11% | 98 |
|
|
2014
Q1 | $864K | Sell |
9,601
-300
| -3% | -$27K | 0.11% | 99 |
|
|
2013
Q4 | $898K | Buy |
9,901
+1,400
| +16% | +$127K | 0.12% | 95 |
|
|
2013
Q3 | $642K | Hold |
8,501
| – | – | 0.09% | 100 |
|
|
2013
Q2 | $636K | Buy |
+8,501
| New | +$636K | 0.09% | 102 |
|