LPL Financial’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 | $246M | Buy |
770,434
+55,140
| +8% | +$17.6M | 0.08% | 236 |
|
|
2025
Q1 | $192M | Buy |
715,294
+22,676
| +3% | +$6.1M | 0.07% | 256 |
|
|
2024
Q4 | $206M | Buy |
692,618
+53,419
| +8% | +$15.9M | 0.08% | 215 |
|
|
2024
Q3 | $173M | Buy |
639,199
+36,367
| +6% | +$9.86M | 0.08% | 225 |
|
|
2024
Q2 | $140M | Buy |
602,832
+42,238
| +8% | +$9.78M | 0.07% | 248 |
|
|
2024
Q1 | $128M | Buy |
560,594
+27,577
| +5% | +$6.28M | 0.07% | 252 |
|
|
2023
Q4 | $99.9M | Buy |
533,017
+23,904
| +5% | +$4.48M | 0.06% | 283 |
|
|
2023
Q3 | $76M | Buy |
509,113
+9,238
| +2% | +$1.38M | 0.05% | 309 |
|
|
2023
Q2 | $87.1M | Buy |
499,875
+25,173
| +5% | +$4.39M | 0.06% | 274 |
|
|
2023
Q1 | $78.3M | Buy |
474,702
+21,025
| +5% | +$3.47M | 0.06% | 291 |
|
|
2022
Q4 | $67M | Buy |
453,677
+12,807
| +3% | +$1.89M | 0.06% | 310 |
|
|
2022
Q3 | $59.5M | Buy |
440,870
+55,599
| +14% | +$7.5M | 0.06% | 305 |
|
|
2022
Q2 | $53.4M | Buy |
385,271
+26,643
| +7% | +$3.69M | 0.05% | 332 |
|
|
2022
Q1 | $67.1M | Buy |
358,628
+52,808
| +17% | +$9.88M | 0.06% | 298 |
|
|
2021
Q4 | $50M | Buy |
305,820
+51,022
| +20% | +$8.35M | 0.04% | 368 |
|
|
2021
Q3 | $42.7M | Sell |
254,798
-13,761
| -5% | -$2.31M | 0.04% | 374 |
|
|
2021
Q2 | $44.4M | Buy |
268,559
+17,629
| +7% | +$2.91M | 0.04% | 352 |
|
|
2021
Q1 | $35.5M | Buy |
250,930
+18,032
| +8% | +$2.55M | 0.04% | 374 |
|
|
2020
Q4 | $28.2M | Sell |
232,898
-9,578
| -4% | -$1.16M | 0.04% | 371 |
|
|
2020
Q3 | $24.3M | Buy |
242,476
+2,950
| +1% | +$296K | 0.04% | 361 |
|
|
2020
Q2 | $22.8M | Buy |
239,526
+80,843
| +51% | +$7.7M | 0.04% | 339 |
|
|
2020
Q1 | $13.6M | Buy |
158,683
+4,922
| +3% | +$421K | 0.03% | 408 |
|
|
2019
Q4 | $19.1M | Sell |
153,761
-3,870
| -2% | -$482K | 0.03% | 370 |
|
|
2019
Q3 | $18.6M | Buy |
157,631
+8,200
| +5% | +$970K | 0.04% | 350 |
|
|
2019
Q2 | $18.5M | Buy |
149,431
+4,346
| +3% | +$537K | 0.04% | 340 |
|
|
2019
Q1 | $15.9M | Buy |
145,085
+2,666
| +2% | +$291K | 0.04% | 357 |
|
|
2018
Q4 | $13.6M | Buy |
142,419
+21,317
| +18% | +$2.03M | 0.04% | 365 |
|
|
2018
Q3 | $12.9M | Sell |
121,102
-1,247
| -1% | -$133K | 0.03% | 407 |
|
|
2018
Q2 | $12M | Sell |
122,349
-2,971
| -2% | -$291K | 0.03% | 409 |
|
|
2018
Q1 | $11.7M | Buy |
125,320
+25,846
| +26% | +$2.41M | 0.03% | 410 |
|
|
2017
Q4 | $9.88M | Buy |
99,474
+2,769
| +3% | +$275K | 0.03% | 420 |
|
|
2017
Q3 | $8.75M | Buy |
96,705
+4,403
| +5% | +$398K | 0.03% | 416 |
|
|
2017
Q2 | $7.78M | Buy |
92,302
+37,675
| +69% | +$3.17M | 0.03% | 427 |
|
|
2017
Q1 | $4.29M | Sell |
54,627
-7,969
| -13% | -$626K | 0.03% | 483 |
|
|
2016
Q4 | $4.72M | Buy |
62,596
+10,864
| +21% | +$818K | 0.04% | 429 |
|
|
2016
Q3 | $3.31M | Buy |
51,732
+21,434
| +71% | +$1.37M | 0.03% | 528 |
|
|
2016
Q2 | $1.8M | Sell |
30,298
-159,199
| -84% | -$9.47M | 0.02% | 809 |
|
|
2016
Q1 | $11.4M | Sell |
189,497
-1,532
| -0.8% | -$92.2K | 0.03% | 401 |
|
|
2015
Q4 | $12.7M | Buy |
191,029
+66,931
| +54% | +$4.45M | 0.04% | 376 |
|
|
2015
Q3 | $9.59M | Sell |
124,098
-72,480
| -37% | -$5.6M | 0.05% | 301 |
|
|
2015
Q2 | $15.3M | Buy |
196,578
+8,554
| +5% | +$664K | 0.08% | 228 |
|
|
2015
Q1 | $14.8M | Buy |
188,024
+39,553
| +27% | +$3.12M | 0.08% | 230 |
|
|
2014
Q4 | $13.8M | Buy |
148,471
+5,088
| +4% | +$473K | 0.08% | 233 |
|
|
2014
Q3 | $12.3M | Sell |
143,383
-7,295
| -5% | -$626K | 0.07% | 239 |
|
|
2014
Q2 | $14.3M | Buy |
150,678
+10,942
| +8% | +$1.04M | 0.08% | 215 |
|
|
2014
Q1 | $12.6M | Buy |
139,736
+15,023
| +12% | +$1.35M | 0.08% | 233 |
|
|
2013
Q4 | $11.3M | Buy |
124,713
+6,578
| +6% | +$597K | 0.07% | 240 |
|
|
2013
Q3 | $8.99M | Buy |
118,135
+12,883
| +12% | +$980K | 0.06% | 273 |
|
|
2013
Q2 | $7.87M | Buy |
+105,252
| New | +$7.87M | 0.06% | 272 |
|