LRI 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
$194K Sell
2025
Q2
$220K Sell
2025
Q1
$205K Buy
2024
Q4
$199K Hold
2024
Q3
$193K Buy
2024
Q2
$137K Buy
2024
Q1
$91.3K Buy