LGL Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $993K | Sell |
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|
2024
Q3 | $919K | Buy |
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|
2024
Q2 | $770K | Sell |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $684K | Buy |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $601K | Buy |
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|
2022
Q4 | $538K | Buy |
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $680K | Sell |
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|
2021
Q4 | $662K | Buy |
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|
2021
Q3 | $677K | Buy |
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|
2021
Q2 | $668K | Sell |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $414K | Buy |
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|
2020
Q2 | $392K | Buy |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $450K | Buy |
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|
2019
Q3 | $428K | Buy |
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|
2019
Q2 | $446K | Buy |
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|
2019
Q1 | $395K | Buy |
|