Lido Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Sell |
71,784
-18,759
| -21% | -$5.98M | 0.09% | 128 |
|
|
2025
Q1 | $24.4M | Buy |
90,543
+29,543
| +48% | +$7.95M | 0.11% | 113 |
|
|
2024
Q4 | $18.1M | Sell |
61,000
-7,138
| -10% | -$2.12M | 0.08% | 137 |
|
|
2024
Q3 | $18.5M | Buy |
68,138
+33,377
| +96% | +$9.05M | 0.09% | 103 |
|
|
2024
Q2 | $8.05M | Sell |
34,761
-35,727
| -51% | -$8.27M | 0.04% | 201 |
|
|
2024
Q1 | $16M | Buy |
70,488
+3,266
| +5% | +$744K | 0.09% | 109 |
|
|
2023
Q4 | $12.6M | Buy |
67,222
+769
| +1% | +$144K | 0.09% | 121 |
|
|
2023
Q3 | $9.91M | Buy |
66,453
+35,544
| +115% | +$5.3M | 0.08% | 134 |
|
|
2023
Q2 | $5.38M | Buy |
30,909
+7,551
| +32% | +$1.32M | 0.04% | 198 |
|
|
2023
Q1 | $3.85M | Buy |
23,358
+7,142
| +44% | +$1.18M | 0.04% | 225 |
|
|
2022
Q4 | $2.4M | Buy |
16,216
+408
| +3% | +$60.3K | 0.03% | 249 |
|
|
2022
Q3 | $2.13M | Sell |
15,808
-1,042
| -6% | -$141K | 0.03% | 234 |
|
|
2022
Q2 | $2.34M | Sell |
16,850
-741
| -4% | -$103K | 0.03% | 193 |
|
|
2022
Q1 | $3.29M | Buy |
17,591
+753
| +4% | +$141K | 0.04% | 172 |
|
|
2021
Q4 | $2.75M | Sell |
16,838
-616
| -4% | -$101K | 0.03% | 207 |
|
|
2021
Q3 | $2.92M | Sell |
17,454
-2,590
| -13% | -$434K | 0.04% | 192 |
|
|
2021
Q2 | $3.31M | Sell |
20,044
-71
| -0.4% | -$11.7K | 0.05% | 174 |
|
|
2021
Q1 | $2.85M | Buy |
20,115
+1,466
| +8% | +$208K | 0.05% | 164 |
|
|
2020
Q4 | $2.25M | Sell |
18,649
-23,674
| -56% | -$2.86M | 0.05% | 180 |
|
|
2020
Q3 | $4.24M | Sell |
42,323
-25,184
| -37% | -$2.52M | 0.11% | 97 |
|
|
2020
Q2 | $6.43M | Buy |
67,507
+31,002
| +85% | +$2.95M | 0.19% | 61 |
|
|
2020
Q1 | $3.13M | Buy |
36,505
+17,712
| +94% | +$1.52M | 0.13% | 90 |
|
|
2019
Q4 | $2.34M | Buy |
18,793
+796
| +4% | +$99.1K | 0.09% | 109 |
|
|
2019
Q3 | $2.13M | Buy |
17,997
+685
| +4% | +$81K | 0.11% | 100 |
|
|
2019
Q2 | $2.14M | Buy |
17,312
+173
| +1% | +$21.4K | 0.12% | 95 |
|
|
2019
Q1 | $1.87M | Sell |
17,139
-275
| -2% | -$30.1K | 0.12% | 98 |
|
|
2018
Q4 | $1.66M | Buy |
17,414
+981
| +6% | +$93.5K | 0.16% | 80 |
|
|
2018
Q3 | $1.75M | Buy |
16,433
+6,010
| +58% | +$640K | 0.17% | 76 |
|
|
2018
Q2 | $1.02M | Buy |
10,423
+27
| +0.3% | +$2.65K | 0.12% | 100 |
|
|
2018
Q1 | $969K | Buy |
10,396
+228
| +2% | +$21.3K | 0.13% | 97 |
|
|
2017
Q4 | $1.01M | Buy |
10,168
+6
| +0.1% | +$595 | 0.14% | 80 |
|
|
2017
Q3 | $970K | Buy |
10,162
+1,353
| +15% | +$129K | 0.15% | 78 |
|
|
2017
Q2 | $742K | Buy |
8,809
+545
| +7% | +$45.9K | 0.15% | 82 |
|
|
2017
Q1 | $646K | Sell |
8,264
-196
| -2% | -$15.3K | 0.18% | 85 |
|
|
2016
Q4 | $627K | Buy |
8,460
+4,147
| +96% | +$307K | 0.15% | 73 |
|
|
2016
Q3 | $276K | Sell |
4,313
-15
| -0.3% | -$960 | 0.08% | 111 |
|
|
2016
Q2 | $263K | Sell |
4,328
-83
| -2% | -$5.04K | 0.08% | 124 |
|
|
2016
Q1 | $271K | Buy |
+4,411
| New | +$271K | 0.09% | 106 |
|