Lorne Steinberg Wealth Management’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 | $10.8M | Sell |
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|
2025
Q2 | $10.5M | Sell |
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|
2025
Q1 | $8.92M | Sell |
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|
2024
Q4 | $9.87M | Sell |
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|
2024
Q3 | $9.02M | Sell |
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|
2024
Q2 | $7.74M | Sell |
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|
2024
Q1 | $7.63M | Buy |
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|
2023
Q4 | $6.27M | Buy |
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|
2023
Q3 | $4.96M | Sell |
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|
2023
Q2 | $5.88M | Sell |
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|
2023
Q1 | $5.62M | Sell |
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|
2022
Q4 | $5.06M | Buy |
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|
2022
Q3 | $4.61M | Sell |
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|
2022
Q2 | $4.77M | Buy |
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|
2022
Q1 | $6.22M | Sell |
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|
2021
Q4 | $5.58M | Sell |
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|
2021
Q3 | $5.77M | Buy |
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|
2021
Q2 | $5.58M | Buy |
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|
2021
Q1 | $4.75M | Buy |
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|
2020
Q4 | $3.75M | Buy |
|