Lorne Steinberg Wealth Management’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 | $10.5M | Sell |
32,839
-300
| -0.9% | -$95.7K | 2.74% | 8 |
|
|
2025
Q1 | $8.92M | Sell |
33,139
-111
| -0.3% | -$29.9K | 2.6% | 11 |
|
|
2024
Q4 | $9.87M | Sell |
33,250
-20
| -0.1% | -$5.94K | 2.86% | 8 |
|
|
2024
Q3 | $9.02M | Sell |
33,270
-166
| -0.5% | -$45K | 2.61% | 8 |
|
|
2024
Q2 | $7.74M | Sell |
33,436
-86
| -0.3% | -$19.9K | 2.49% | 9 |
|
|
2024
Q1 | $7.63M | Buy |
33,522
+53
| +0.2% | +$12.1K | 2.38% | 14 |
|
|
2023
Q4 | $6.27M | Buy |
33,469
+230
| +0.7% | +$43.1K | 2.11% | 18 |
|
|
2023
Q3 | $4.96M | Sell |
33,239
-500
| -1% | -$74.6K | 1.91% | 26 |
|
|
2023
Q2 | $5.88M | Sell |
33,739
-350
| -1% | -$61K | 2.21% | 16 |
|
|
2023
Q1 | $5.62M | Sell |
34,089
-170
| -0.5% | -$28K | 2.25% | 16 |
|
|
2022
Q4 | $5.06M | Buy |
34,259
+70
| +0.2% | +$10.3K | 2.17% | 16 |
|
|
2022
Q3 | $4.61M | Sell |
34,189
-200
| -0.6% | -$27K | 2.24% | 18 |
|
|
2022
Q2 | $4.77M | Buy |
34,389
+510
| +2% | +$70.7K | 2.24% | 17 |
|
|
2022
Q1 | $6.23M | Sell |
33,879
-220
| -0.6% | -$40.4K | 2.87% | 10 |
|
|
2021
Q4 | $5.58M | Sell |
34,099
-350
| -1% | -$57.3K | 2.4% | 18 |
|
|
2021
Q3 | $5.77M | Buy |
34,449
+710
| +2% | +$119K | 2.79% | 11 |
|
|
2021
Q2 | $5.58M | Buy |
33,739
+159
| +0.5% | +$26.3K | 2.74% | 13 |
|
|
2021
Q1 | $4.75M | Buy |
33,580
+2,690
| +9% | +$381K | 2.51% | 20 |
|
|
2020
Q4 | $3.75M | Buy |
+30,890
| New | +$3.75M | 2.33% | 22 |
|