Linscomb Wealth’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 | $939K | Sell |
|
|||||
|
2025
Q1 | $808K | Hold |
|
|||||
|
2024
Q4 | $891K | Sell |
|
|||||
|
2024
Q3 | $824K | Sell |
|
|||||
|
2024
Q2 | $813K | Hold |
|
|||||
|
2024
Q1 | $799K | Sell |
|
|||||
|
2023
Q4 | $719K | Sell |
|
|||||
|
2023
Q3 | $576K | Sell |
|
|||||
|
2023
Q2 | $869K | Buy |
|
|||||
|
2023
Q1 | $823K | Buy |
|
|||||
|
2022
Q4 | $681K | Buy |
|
|||||
|
2022
Q3 | $581K | Hold |
|
|||||
|
2022
Q2 | $597K | Sell |
|
|||||
|
2022
Q1 | $905K | Sell |
|
|||||
|
2021
Q4 | $815K | Buy |
|
|||||
|
2021
Q3 | $791K | Sell |
|
|||||
|
2021
Q2 | $829K | Buy |
|
|||||
|
2021
Q1 | $675K | Sell |
|
|||||
|
2020
Q4 | $591K | Sell |
|
|||||
|
2020
Q3 | $505K | Buy |
|
|||||
|
2020
Q2 | $438K | Sell |
|
|||||
|
2020
Q1 | $469K | Sell |
|
|||||
|
2019
Q4 | $688K | Buy |
|
|||||
|
2019
Q3 | $428K | Buy |
|
|||||
|
2019
Q2 | $417K | Buy |
|
|||||
|
2019
Q1 | $367K | Sell |
|
|||||
|
2018
Q4 | $362K | Buy |
|
|||||
|
2018
Q3 | $289K | Sell |
|
|||||
|
2018
Q2 | $284K | Buy |
|
|||||
|
2018
Q1 | $238K | Sell |
|
|||||
|
2017
Q4 | $288K | Sell |
|
|||||
|
2017
Q3 | $315K | Buy |
|
|||||
|
2017
Q2 | $272K | Sell |
|
|||||
|
2017
Q1 | $291K | Sell |
|
|||||
|
2016
Q4 | $304K | Buy |
|
|||||
|
2016
Q3 | $260K | Sell |
|
|||||
|
2016
Q2 | $307K | Hold |
|
|||||
|
2016
Q1 | $310K | Sell |
|
|||||
|
2015
Q4 | $393K | Buy |
|
|||||
|
2015
Q3 | $377K | Buy |
|
|||||
|
2015
Q2 | $394K | Hold |
|
|||||
|
2015
Q1 | $396K | Sell |
|
|||||
|
2014
Q4 | $507K | Buy |
|
|||||
|
2014
Q3 | $465K | Buy |
|
|||||
|
2014
Q2 | $458K | Sell |
|
|||||
|
2014
Q1 | $443K | Buy |
|
|||||
|
2013
Q4 | $291K | Sell |
|
|||||
|
2013
Q3 | $403K | Buy |
|
|||||
|
2013
Q2 | $389K | Buy |
|