Lincoln National Corp’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,320
| Closed | -$3.03M | – | 98 |
|
|
2024
Q1 | $3.03M | Buy |
13,320
+3
| +0% | +$683 | 0.05% | 244 |
|
|
2023
Q4 | $2.49M | Buy |
13,317
+676
| +5% | +$127K | 0.04% | 244 |
|
|
2023
Q3 | $1.89M | Buy |
12,641
+21
| +0.2% | +$3.13K | 0.04% | 261 |
|
|
2023
Q2 | $2.2M | Buy |
12,620
+554
| +5% | +$96.5K | 0.04% | 233 |
|
|
2023
Q1 | $1.99M | Sell |
12,066
-2,755
| -19% | -$454K | 0.04% | 237 |
|
|
2022
Q4 | $2.19M | Sell |
14,821
-3,250
| -18% | -$480K | 0.05% | 209 |
|
|
2022
Q3 | $2.44M | Buy |
18,071
+977
| +6% | +$132K | 0.06% | 181 |
|
|
2022
Q2 | $2.37M | Sell |
17,094
-10,829
| -39% | -$1.5M | 0.06% | 189 |
|
|
2022
Q1 | $5.22M | Buy |
27,923
+7,132
| +34% | +$1.33M | 0.11% | 106 |
|
|
2021
Q4 | $3.4M | Sell |
20,791
-33
| -0.2% | -$5.4K | 0.07% | 146 |
|
|
2021
Q3 | $3.49M | Buy |
20,824
+363
| +2% | +$60.8K | 0.08% | 139 |
|
|
2021
Q2 | $3.38M | Sell |
20,461
-405
| -2% | -$66.9K | 0.07% | 147 |
|
|
2021
Q1 | $2.95M | Buy |
20,866
+1,706
| +9% | +$241K | 0.07% | 145 |
|
|
2020
Q4 | $2.32M | Buy |
19,160
+8,030
| +72% | +$971K | 0.06% | 163 |
|
|
2020
Q3 | $1.12M | Buy |
11,130
+1,120
| +11% | +$112K | 0.03% | 239 |
|
|
2020
Q2 | $953K | Buy |
10,010
+2,199
| +28% | +$209K | 0.03% | 255 |
|
|
2020
Q1 | $669K | Sell |
7,811
-403
| -5% | -$34.5K | 0.03% | 281 |
|
|
2019
Q4 | $1.02M | Buy |
8,214
+2,017
| +33% | +$251K | 0.03% | 258 |
|
|
2019
Q3 | $733K | Buy |
+6,197
| New | +$733K | 0.03% | 276 |
|
|
2019
Q2 | – | Sell |
-4,838
| Closed | -$529K | – | 559 |
|
|
2019
Q1 | $529K | Buy |
4,838
+1,877
| +63% | +$205K | 0.02% | 287 |
|
|
2018
Q4 | $282K | Buy |
2,961
+225
| +8% | +$21.4K | 0.01% | 360 |
|
|
2018
Q3 | $291K | Buy |
2,736
+71
| +3% | +$7.55K | 0.01% | 365 |
|
|
2018
Q2 | $261K | Sell |
2,665
-469
| -15% | -$45.9K | 0.01% | 395 |
|
|
2018
Q1 | $292K | Sell |
3,134
-3,036
| -49% | -$283K | 0.01% | 375 |
|
|
2017
Q4 | $613K | Buy |
6,170
+3,172
| +106% | +$315K | 0.02% | 325 |
|
|
2017
Q3 | $271K | Buy |
2,998
+503
| +20% | +$45.5K | 0.01% | 338 |
|
|
2017
Q2 | $210K | Buy |
+2,495
| New | +$210K | 0.01% | 323 |
|