Lee Financial’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 | $209K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $56.2K | Sell |
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|
2023
Q3 | $54.2K | Buy |
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|
2023
Q2 | $62.4K | Hold |
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|
2023
Q1 | $59.1K | Sell |
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|
2022
Q4 | $87.6K | Buy |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $72K | Buy |
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|
2021
Q4 | $60K | Sell |
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|
2021
Q3 | $78K | Buy |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $36K | Hold |
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|
2020
Q3 | $30K | Hold |
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|
2020
Q2 | $29K | Buy |
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