LMCG Investments’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
Q3 | $519K | Sell |
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|
2025
Q2 | $583K | Sell |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $590K | Buy |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $472K | Sell |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $377K | Buy |
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|
2015
Q3 | $8.04M | Sell |
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|
2015
Q2 | $8.47M | Sell |
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|
2015
Q1 | $8.64M | Sell |
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|
2014
Q4 | $10.3M | Sell |
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|
2014
Q3 | $9.74M | Buy |
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|
2014
Q2 | $10.5M | Buy |
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|
2014
Q1 | $9.98M | Sell |
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|
2013
Q4 | $10.1M | Sell |
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|
2013
Q3 | $8.46M | Hold |
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|
2013
Q2 | $8.37M | Buy |
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