Lloyd Advisory Services’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
Q4 | $67.7K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $39K | Buy |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $24K | Sell |
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|
2020
Q4 | $23K | Sell |
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|
2020
Q3 | $29K | Sell |
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|
2020
Q2 | $31K | Hold |
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|
2020
Q1 | $28K | Buy |
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|
2019
Q4 | $38K | Buy |
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