LRI Investments’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 | $220K | Sell |
690
-73
| -10% | -$23.3K | 0.02% | 268 |
|
|
2025
Q1 | $205K | Buy |
763
+92
| +14% | +$24.8K | 0.02% | 258 |
|
|
2024
Q4 | $199K | Hold |
671
| – | – | 0.02% | 269 |
|
|
2024
Q3 | $193K | Buy |
671
+79
| +13% | +$22.8K | 0.02% | 287 |
|
|
2024
Q2 | $137K | Buy |
592
+191
| +48% | +$44.3K | 0.02% | 330 |
|
|
2024
Q1 | $91.3K | Buy |
+401
| New | +$91.3K | 0.02% | 212 |
|