Linscomb Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Sell |
2,944
-59
| -2% | -$18.8K | 0.04% | 177 |
|
|
2025
Q1 | $808K | Hold |
3,003
| – | – | 0.04% | 189 |
|
|
2024
Q4 | $891K | Sell |
3,003
-36
| -1% | -$10.7K | 0.04% | 177 |
|
|
2024
Q3 | $824K | Sell |
3,039
-471
| -13% | -$128K | 0.04% | 183 |
|
|
2024
Q2 | $813K | Hold |
3,510
| – | – | 0.04% | 174 |
|
|
2024
Q1 | $799K | Sell |
3,510
-330
| -9% | -$75.1K | 0.04% | 181 |
|
|
2023
Q4 | $719K | Sell |
3,840
-20
| -0.5% | -$3.75K | 0.04% | 181 |
|
|
2023
Q3 | $576K | Sell |
3,860
-1,130
| -23% | -$169K | 0.03% | 197 |
|
|
2023
Q2 | $869K | Buy |
4,990
+1
| +0% | +$174 | 0.05% | 166 |
|
|
2023
Q1 | $823K | Buy |
4,989
+378
| +8% | +$62.4K | 0.04% | 176 |
|
|
2022
Q4 | $681K | Buy |
4,611
+304
| +7% | +$44.9K | 0.03% | 205 |
|
|
2022
Q3 | $581K | Hold |
4,307
| – | – | 0.04% | 186 |
|
|
2022
Q2 | $597K | Sell |
4,307
-535
| -11% | -$74.2K | 0.03% | 187 |
|
|
2022
Q1 | $905K | Sell |
4,842
-140
| -3% | -$26.2K | 0.04% | 185 |
|
|
2021
Q4 | $815K | Buy |
4,982
+262
| +6% | +$42.9K | 0.04% | 189 |
|
|
2021
Q3 | $791K | Sell |
4,720
-300
| -6% | -$50.3K | 0.04% | 187 |
|
|
2021
Q2 | $829K | Buy |
5,020
+244
| +5% | +$40.3K | 0.04% | 182 |
|
|
2021
Q1 | $675K | Sell |
4,776
-108
| -2% | -$15.3K | 0.04% | 187 |
|
|
2020
Q4 | $591K | Sell |
4,884
-155
| -3% | -$18.8K | 0.04% | 185 |
|
|
2020
Q3 | $505K | Buy |
5,039
+435
| +9% | +$43.6K | 0.03% | 189 |
|
|
2020
Q2 | $438K | Sell |
4,604
-872
| -16% | -$83K | 0.03% | 199 |
|
|
2020
Q1 | $469K | Sell |
5,476
-51
| -0.9% | -$4.37K | 0.04% | 267 |
|
|
2019
Q4 | $688K | Buy |
5,527
+1,905
| +53% | +$237K | 0.04% | 282 |
|
|
2019
Q3 | $428K | Buy |
3,622
+247
| +7% | +$29.2K | 0.03% | 208 |
|
|
2019
Q2 | $417K | Buy |
3,375
+17
| +0.5% | +$2.1K | 0.03% | 202 |
|
|
2019
Q1 | $367K | Sell |
3,358
-441
| -12% | -$48.2K | 0.03% | 211 |
|
|
2018
Q4 | $362K | Buy |
3,799
+1,087
| +40% | +$104K | 0.03% | 194 |
|
|
2018
Q3 | $289K | Sell |
2,712
-190
| -7% | -$20.2K | 0.02% | 231 |
|
|
2018
Q2 | $284K | Buy |
2,902
+350
| +14% | +$34.3K | 0.02% | 224 |
|
|
2018
Q1 | $238K | Sell |
2,552
-350
| -12% | -$32.6K | 0.02% | 237 |
|
|
2017
Q4 | $288K | Sell |
2,902
-580
| -17% | -$57.6K | 0.02% | 224 |
|
|
2017
Q3 | $315K | Buy |
3,482
+255
| +8% | +$23.1K | 0.03% | 209 |
|
|
2017
Q2 | $272K | Sell |
3,227
-450
| -12% | -$37.9K | 0.02% | 219 |
|
|
2017
Q1 | $291K | Sell |
3,677
-430
| -10% | -$34K | 0.03% | 208 |
|
|
2016
Q4 | $304K | Buy |
4,107
+51
| +1% | +$3.78K | 0.03% | 206 |
|
|
2016
Q3 | $260K | Sell |
4,056
-995
| -20% | -$63.8K | 0.03% | 213 |
|
|
2016
Q2 | $307K | Hold |
5,051
| – | – | 0.03% | 204 |
|
|
2016
Q1 | $310K | Sell |
5,051
-599
| -11% | -$36.8K | 0.03% | 201 |
|
|
2015
Q4 | $393K | Buy |
5,650
+570
| +11% | +$39.6K | 0.04% | 183 |
|
|
2015
Q3 | $377K | Buy |
5,080
+15
| +0.3% | +$1.11K | 0.04% | 188 |
|
|
2015
Q2 | $394K | Hold |
5,065
| – | – | 0.04% | 190 |
|
|
2015
Q1 | $396K | Sell |
5,065
-390
| -7% | -$30.5K | 0.04% | 190 |
|
|
2014
Q4 | $507K | Buy |
5,455
+143
| +3% | +$13.3K | 0.06% | 167 |
|
|
2014
Q3 | $465K | Buy |
5,312
+482
| +10% | +$42.2K | 0.05% | 180 |
|
|
2014
Q2 | $458K | Sell |
4,830
-91
| -2% | -$8.63K | 0.05% | 178 |
|
|
2014
Q1 | $443K | Buy |
4,921
+1,713
| +53% | +$154K | 0.05% | 178 |
|
|
2013
Q4 | $291K | Sell |
3,208
-2,133
| -40% | -$193K | 0.04% | 188 |
|
|
2013
Q3 | $403K | Buy |
5,341
+133
| +3% | +$10K | 0.05% | 156 |
|
|
2013
Q2 | $389K | Buy |
+5,208
| New | +$389K | 0.05% | 156 |
|