LWM
Lodestone Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
9,428
-2,137
| -18% | -$682K | 1.46% | 21 |
|
|
2025
Q1 | $3.11M | Sell |
11,565
-2,119
| -15% | -$570K | 1.66% | 14 |
|
|
2024
Q4 | $4.06M | Sell |
13,684
-299
| -2% | -$88.7K | 2.04% | 10 |
|
|
2024
Q3 | $3.79M | Sell |
13,983
-141
| -1% | -$38.2K | 1.9% | 11 |
|
|
2024
Q2 | $3.27M | Sell |
14,124
-2,419
| -15% | -$560K | 1.72% | 13 |
|
|
2024
Q1 | $3.77M | Sell |
16,543
-144
| -0.9% | -$32.8K | 1.98% | 9 |
|
|
2023
Q4 | $3.13M | Sell |
16,687
-140
| -0.8% | -$26.2K | 1.81% | 11 |
|
|
2023
Q3 | $2.51M | Sell |
16,827
-510
| -3% | -$76.1K | 1.76% | 14 |
|
|
2023
Q2 | $3.02M | Buy |
17,337
+2,676
| +18% | +$466K | 2.07% | 11 |
|
|
2023
Q1 | $2.42M | Sell |
14,661
-153
| -1% | -$25.2K | 1.86% | 10 |
|
|
2022
Q4 | $2.19M | Buy |
+14,814
| New | +$2.19M | 1.77% | 13 |
|