LC
Lincoln Capital’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Sell |
19,174
-344
| -2% | -$110K | 1.18% | 21 |
|
|
2025
Q1 | $4.93M | Buy |
19,518
+4,171
| +27% | +$1.05M | 1.03% | 24 |
|
|
2024
Q4 | $4.55M | Sell |
15,347
-6
| -0% | -$1.78K | 0.96% | 27 |
|
|
2024
Q3 | $4.16M | Sell |
15,353
-265
| -2% | -$71.9K | 0.88% | 26 |
|
|
2024
Q2 | $3.62M | Sell |
15,618
-115
| -0.7% | -$26.6K | 0.81% | 29 |
|
|
2024
Q1 | $3.58M | Hold |
15,733
| – | – | 0.8% | 29 |
|
|
2023
Q4 | $2.95M | Buy |
15,733
+75
| +0.5% | +$14.1K | 0.72% | 28 |
|
|
2023
Q3 | $2.34M | Buy |
15,658
+342
| +2% | +$51K | 0.61% | 30 |
|
|
2023
Q2 | $2.67M | Buy |
15,316
+1,313
| +9% | +$229K | 0.69% | 30 |
|
|
2023
Q1 | $2.31M | Buy |
14,003
+90
| +0.6% | +$14.8K | 0.63% | 32 |
|
|
2022
Q4 | $2.06M | Buy |
13,913
+34
| +0.2% | +$5.02K | 0.59% | 31 |
|
|
2022
Q3 | $1.87M | Hold |
13,879
| – | – | 0.58% | 31 |
|
|
2022
Q2 | $1.92M | Sell |
13,879
-67
| -0.5% | -$9.29K | 0.54% | 31 |
|
|
2022
Q1 | $2.61M | Buy |
13,946
+3,100
| +29% | +$580K | 0.61% | 31 |
|
|
2021
Q4 | $1.77M | Sell |
10,846
-60
| -0.6% | -$9.81K | 0.44% | 33 |
|
|
2021
Q3 | $1.83M | Sell |
10,906
-80
| -0.7% | -$13.4K | 0.5% | 32 |
|
|
2021
Q2 | $1.82M | Buy |
10,986
+629
| +6% | +$104K | 0.51% | 32 |
|
|
2021
Q1 | $1.47M | Sell |
10,357
-70
| -0.7% | -$9.9K | 0.46% | 31 |
|
|
2020
Q4 | $1.26M | Sell |
10,427
-62
| -0.6% | -$7.49K | 0.41% | 32 |
|
|
2020
Q3 | $1.05M | Sell |
10,489
-50
| -0.5% | -$5.02K | 0.39% | 34 |
|
|
2020
Q2 | $1M | Buy |
10,539
+162
| +2% | +$15.4K | 0.42% | 35 |
|
|
2020
Q1 | $888K | Sell |
10,377
-100
| -1% | -$8.56K | 0.45% | 36 |
|
|
2019
Q4 | $1.3M | Buy |
10,477
+443
| +4% | +$55.1K | 0.54% | 29 |
|
|
2019
Q3 | $1.19M | Sell |
10,034
-260
| -3% | -$30.8K | 0.53% | 31 |
|
|
2019
Q2 | $1.27M | Hold |
10,294
| – | – | 0.57% | 30 |
|
|
2019
Q1 | $1.13M | Sell |
10,294
-335
| -3% | -$36.6K | 0.54% | 30 |
|
|
2018
Q4 | $1.01M | Sell |
10,629
-85
| -0.8% | -$8.1K | 0.55% | 27 |
|
|
2018
Q3 | $1.14M | Sell |
10,714
-30
| -0.3% | -$3.2K | 0.57% | 27 |
|
|
2018
Q2 | $1.07M | Sell |
10,744
-42
| -0.4% | -$4.2K | 0.57% | 27 |
|
|
2018
Q1 | $1.01M | Sell |
10,786
-75
| -0.7% | -$7K | 0.54% | 28 |
|
|
2017
Q4 | $1.08M | Buy |
10,861
+190
| +2% | +$18.9K | 0.6% | 30 |
|
|
2017
Q3 | $965K | Sell |
10,671
-75
| -0.7% | -$6.78K | 0.6% | 31 |
|
|
2017
Q2 | $905K | Hold |
10,746
| – | – | 0.57% | 32 |
|
|
2017
Q1 | $850K | Sell |
10,746
-80
| -0.7% | -$6.33K | 0.57% | 32 |
|
|
2016
Q4 | $802K | Sell |
10,826
-380
| -3% | -$28.2K | 0.57% | 30 |
|
|
2016
Q3 | $718K | Buy |
11,206
+24
| +0.2% | +$1.54K | 0.53% | 32 |
|
|
2016
Q2 | $679K | Sell |
11,182
-4,064
| -27% | -$247K | 0.51% | 33 |
|
|
2016
Q1 | $936K | Sell |
15,246
-1,088
| -7% | -$66.8K | 0.7% | 30 |
|
|
2015
Q4 | $1.14M | Sell |
16,334
-80
| -0.5% | -$5.56K | 0.9% | 28 |
|
|
2015
Q3 | $1.22M | Sell |
16,414
-120
| -0.7% | -$8.9K | 1.01% | 27 |
|
|
2015
Q2 | $1.29M | Sell |
16,534
-460
| -3% | -$35.8K | 1.08% | 26 |
|
|
2015
Q1 | $1.33M | Sell |
16,994
-75
| -0.4% | -$5.86K | 1.14% | 24 |
|
|
2014
Q4 | $1.59M | Buy |
+17,069
| New | +$1.59M | 1.38% | 22 |
|