LMCG Investments’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 | $583K | Sell |
1,829
-154
| -8% | -$49.1K | 0.04% | 183 |
|
|
2025
Q1 | $534K | Sell |
1,983
-5
| -0.3% | -$1.35K | 0.04% | 188 |
|
|
2024
Q4 | $590K | Buy |
1,988
+39
| +2% | +$11.6K | 0.04% | 191 |
|
|
2024
Q3 | $529K | Sell |
1,949
-4
| -0.2% | -$1.09K | 0.03% | 183 |
|
|
2024
Q2 | $452K | Sell |
1,953
-121
| -6% | -$28K | 0.03% | 252 |
|
|
2024
Q1 | $472K | Sell |
2,074
-23
| -1% | -$5.24K | 0.03% | 255 |
|
|
2023
Q4 | $393K | Buy |
2,097
+390
| +23% | +$73.1K | 0.02% | 270 |
|
|
2023
Q3 | $255K | Sell |
1,707
-31
| -2% | -$4.63K | 0.02% | 281 |
|
|
2023
Q2 | $303K | Sell |
1,738
-18
| -1% | -$3.14K | 0.02% | 270 |
|
|
2023
Q1 | $290K | Sell |
1,756
-5
| -0.3% | -$825 | 0.02% | 282 |
|
|
2022
Q4 | $260K | Sell |
1,761
-14
| -0.8% | -$2.07K | 0.02% | 291 |
|
|
2022
Q3 | $239K | Sell |
1,775
-1
| -0.1% | -$135 | 0.02% | 306 |
|
|
2022
Q2 | $246K | Sell |
1,776
-242
| -12% | -$33.5K | 0.02% | 303 |
|
|
2022
Q1 | $377K | Buy |
+2,018
| New | +$377K | 0.02% | 292 |
|
|
2015
Q3 | $8.04M | Sell |
108,437
-555
| -0.5% | -$41.1K | 0.17% | 231 |
|
|
2015
Q2 | $8.47M | Sell |
108,992
-1,582
| -1% | -$123K | 0.18% | 224 |
|
|
2015
Q1 | $8.64M | Sell |
110,574
-80
| -0.1% | -$6.25K | 0.18% | 233 |
|
|
2014
Q4 | $10.3M | Sell |
110,654
-589
| -0.5% | -$54.8K | 0.22% | 183 |
|
|
2014
Q3 | $9.74M | Buy |
111,243
+244
| +0.2% | +$21.4K | 0.22% | 198 |
|
|
2014
Q2 | $10.5M | Buy |
110,999
+94
| +0.1% | +$8.92K | 0.23% | 187 |
|
|
2014
Q1 | $9.99M | Sell |
110,905
-26
| -0% | -$2.34K | 0.22% | 192 |
|
|
2013
Q4 | $10.1M | Sell |
110,931
-1,067
| -1% | -$96.8K | 0.21% | 186 |
|
|
2013
Q3 | $8.46M | Hold |
111,998
| – | – | 0.2% | 188 |
|
|
2013
Q2 | $8.37M | Buy |
+111,998
| New | +$8.37M | 0.22% | 164 |
|