Lindbrook Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $922K | Sell |
3,426
-233
| -6% | -$62.7K | 0.09% | 143 |
|
|
2024
Q4 | $1.09M | Buy |
3,659
+826
| +29% | +$245K | 0.1% | 133 |
|
|
2024
Q3 | $768K | Buy |
2,833
+65
| +2% | +$17.6K | 0.07% | 168 |
|
|
2024
Q2 | $641K | Buy |
2,768
+164
| +6% | +$38K | 0.06% | 175 |
|
|
2024
Q1 | $593K | Buy |
2,604
+414
| +19% | +$94.3K | 0.06% | 187 |
|
|
2023
Q4 | $410K | Sell |
2,190
-299
| -12% | -$56K | 0.04% | 230 |
|
|
2023
Q3 | $371K | Buy |
2,489
+574
| +30% | +$85.6K | 0.04% | 220 |
|
|
2023
Q2 | $334K | Sell |
1,915
-10
| -0.5% | -$1.74K | 0.04% | 235 |
|
|
2023
Q1 | $318K | Buy |
1,925
+282
| +17% | +$46.5K | 0.04% | 235 |
|
|
2022
Q4 | $243K | Buy |
1,643
+405
| +33% | +$59.8K | 0.03% | 291 |
|
|
2022
Q3 | $167K | Sell |
1,238
-258
| -17% | -$34.8K | 0.03% | 303 |
|
|
2022
Q2 | $207K | Buy |
1,496
+33
| +2% | +$4.57K | 0.03% | 278 |
|
|
2022
Q1 | $274K | Buy |
1,463
+50
| +4% | +$9.36K | 0.04% | 232 |
|
|
2021
Q4 | $231K | Buy |
1,413
+407
| +40% | +$66.5K | 0.04% | 274 |
|
|
2021
Q3 | $169K | Buy |
1,006
+19
| +2% | +$3.19K | 0.04% | 179 |
|
|
2021
Q2 | $163K | Buy |
987
+9
| +0.9% | +$1.49K | 0.04% | 204 |
|
|
2021
Q1 | $138K | Buy |
978
+341
| +54% | +$48.1K | 0.03% | 219 |
|
|
2020
Q4 | $77K | Buy |
637
+15
| +2% | +$1.81K | 0.02% | 290 |
|
|
2020
Q3 | $62K | Sell |
622
-8
| -1% | -$797 | 0.02% | 303 |
|
|
2020
Q2 | $60K | Buy |
630
+119
| +23% | +$11.3K | 0.02% | 321 |
|
|
2020
Q1 | $44K | Sell |
511
-219
| -30% | -$18.9K | 0.02% | 350 |
|
|
2019
Q4 | $91K | Buy |
730
+23
| +3% | +$2.87K | 0.03% | 263 |
|
|
2019
Q3 | $84K | Sell |
707
-21
| -3% | -$2.5K | 0.03% | 268 |
|
|
2019
Q2 | $89K | Buy |
728
+21
| +3% | +$2.57K | 0.03% | 252 |
|
|
2019
Q1 | $77K | Buy |
707
+41
| +6% | +$4.47K | 0.03% | 275 |
|
|
2018
Q4 | $63K | Buy |
+666
| New | +$63K | 0.03% | 276 |
|