LA
LM Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Sell |
2,068
-12
| -0.6% | -$3.83K | 0.09% | 106 |
|
|
2025
Q1 | $560K | Buy |
2,080
+22
| +1% | +$5.92K | 0.1% | 146 |
|
|
2024
Q4 | $611K | Sell |
2,058
-1
| -0% | -$297 | 0.11% | 123 |
|
|
2024
Q3 | $559K | Sell |
2,059
-360
| -15% | -$97.7K | 0.11% | 113 |
|
|
2024
Q2 | $560K | Sell |
2,419
-2,460
| -50% | -$569K | ﹤0.01% | 121 |
|
|
2024
Q1 | $1.11M | Sell |
4,879
-954
| -16% | -$217K | 0.18% | 89 |
|
|
2023
Q4 | $1.09M | Buy |
+5,833
| New | +$1.09M | 0.22% | 74 |
|