Lido Advisors’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
Q2 | $22.9M | Sell |
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|
2025
Q1 | $24.4M | Buy |
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|
2024
Q4 | $18.1M | Sell |
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|
2024
Q3 | $18.5M | Buy |
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|
2024
Q2 | $8.05M | Sell |
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|
2024
Q1 | $16M | Buy |
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|
2023
Q4 | $12.6M | Buy |
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|
2023
Q3 | $9.91M | Buy |
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|
2023
Q2 | $5.38M | Buy |
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|
2023
Q1 | $3.85M | Buy |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $2.33M | Sell |
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|
2022
Q1 | $3.29M | Buy |
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|
2021
Q4 | $2.75M | Sell |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $3.31M | Sell |
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|
2021
Q1 | $2.85M | Buy |
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|
2020
Q4 | $2.25M | Sell |
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|
2020
Q3 | $4.24M | Sell |
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|
2020
Q2 | $6.43M | Buy |
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|
2020
Q1 | $3.13M | Buy |
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|
2019
Q4 | $2.34M | Buy |
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|
2019
Q3 | $2.13M | Buy |
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|
2019
Q2 | $2.14M | Buy |
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|
2019
Q1 | $1.87M | Sell |
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|
2018
Q4 | $1.66M | Buy |
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|
2018
Q3 | $1.75M | Buy |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $969K | Buy |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $970K | Buy |
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|
2017
Q2 | $742K | Buy |
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|
2017
Q1 | $646K | Sell |
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|
2016
Q4 | $627K | Buy |
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|
2016
Q3 | $276K | Sell |
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|
2016
Q2 | $263K | Sell |
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|
2016
Q1 | $271K | Buy |
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