Lewis Asset Management’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 | $1.1M | Buy |
3,464
+560
| +19% | +$179K | 0.52% | 47 |
|
|
2025
Q1 | $781K | Sell |
2,904
-113
| -4% | -$30.4K | 0.65% | 40 |
|
|
2024
Q4 | $895K | Sell |
3,017
-232
| -7% | -$68.9K | 0.68% | 33 |
|
|
2024
Q3 | $881K | Buy |
3,249
+580
| +22% | +$157K | 0.64% | 38 |
|
|
2024
Q2 | $618K | Buy |
2,669
+90
| +3% | +$20.8K | 0.47% | 49 |
|
|
2024
Q1 | $587K | Buy |
2,579
+144
| +6% | +$32.8K | 0.48% | 48 |
|
|
2023
Q4 | $456K | Buy |
+2,435
| New | +$456K | 0.42% | 62 |
|