LIA
LS Investment Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Hold |
2,406
| – | – | 0.11% | 90 |
|
|
2025
Q1 | $647K | Hold |
2,406
| – | – | 0.1% | 96 |
|
|
2024
Q4 | $714K | Hold |
2,406
| – | – | 0.1% | 94 |
|
|
2024
Q3 | $653K | Hold |
2,406
| – | – | 0.1% | 98 |
|
|
2024
Q2 | $557K | Hold |
2,406
| – | – | 0.09% | 103 |
|
|
2024
Q1 | $548K | Hold |
2,406
| – | – | 0.09% | 103 |
|
|
2023
Q4 | $451K | Hold |
2,406
| – | – | 0.08% | 106 |
|
|
2023
Q3 | $359K | Hold |
2,406
| – | – | 0.07% | 113 |
|
|
2023
Q2 | $419K | Hold |
2,406
| – | – | 0.07% | 104 |
|
|
2023
Q1 | $397K | Hold |
2,406
| – | – | 0.07% | 104 |
|
|
2022
Q4 | $355K | Hold |
2,406
| – | – | 0.07% | 109 |
|
|
2022
Q3 | $325K | Hold |
2,406
| – | – | 0.07% | 104 |
|
|
2022
Q2 | $334K | Hold |
2,406
| – | – | 0.06% | 106 |
|
|
2022
Q1 | $450K | Hold |
2,406
| – | – | 0.07% | 102 |
|
|
2021
Q4 | $394K | Hold |
2,406
| – | – | 0.06% | 106 |
|
|
2021
Q3 | $403K | Hold |
2,406
| – | – | 0.05% | 113 |
|
|
2021
Q2 | $398K | Sell |
2,406
-13,053
| -84% | -$2.16M | 0.05% | 118 |
|
|
2021
Q1 | $2.19M | Sell |
15,459
-1,362
| -8% | -$193K | 0.12% | 153 |
|
|
2020
Q4 | $2.03M | Sell |
16,821
-1,230
| -7% | -$149K | 0.11% | 169 |
|
|
2020
Q3 | $1.81M | Buy |
18,051
+315
| +2% | +$31.6K | 0.1% | 180 |
|
|
2020
Q2 | $1.69M | Sell |
17,736
-7,447
| -30% | -$709K | 0.1% | 178 |
|
|
2020
Q1 | $2.16M | Sell |
25,183
-3,099
| -11% | -$265K | 0.16% | 142 |
|
|
2019
Q4 | $3.52M | Buy |
28,282
+137
| +0.5% | +$17.1K | 0.19% | 118 |
|
|
2019
Q3 | $3.33M | Buy |
28,145
+1,544
| +6% | +$183K | 0.19% | 116 |
|
|
2019
Q2 | $3.28M | Buy |
26,601
+7,481
| +39% | +$924K | 0.2% | 115 |
|
|
2019
Q1 | $2.09M | Sell |
19,120
-639
| -3% | -$69.8K | 0.13% | 162 |
|
|
2018
Q4 | $1.88M | Sell |
19,759
-1,073
| -5% | -$102K | 0.13% | 162 |
|
|
2018
Q3 | $2.22M | Sell |
20,832
-641
| -3% | -$68.2K | 0.13% | 155 |
|
|
2018
Q2 | $2.1M | Sell |
21,473
-12,975
| -38% | -$1.27M | 0.13% | 168 |
|
|
2018
Q1 | $3.21M | Buy |
34,448
+142
| +0.4% | +$13.2K | 0.19% | 114 |
|
|
2017
Q4 | $3.41M | Buy |
34,306
+10,319
| +43% | +$1.02M | 0.2% | 107 |
|
|
2017
Q3 | $2.17M | Sell |
23,987
-892
| -4% | -$80.7K | 0.13% | 156 |
|
|
2017
Q2 | $2.1M | Sell |
24,879
-690
| -3% | -$58.1K | 0.13% | 161 |
|
|
2017
Q1 | $2.02M | Buy |
25,569
+206
| +0.8% | +$16.3K | 0.13% | 163 |
|
|
2016
Q4 | $1.88M | Buy |
25,363
+557
| +2% | +$41.3K | 0.13% | 156 |
|
|
2016
Q3 | $1.59M | Sell |
24,806
-1,947
| -7% | -$125K | 0.12% | 174 |
|
|
2016
Q2 | $1.63M | Buy |
26,753
+734
| +3% | +$44.6K | 0.11% | 188 |
|
|
2016
Q1 | $1.6M | Buy |
26,019
+665
| +3% | +$40.8K | 0.12% | 178 |
|
|
2015
Q4 | $1.76M | Buy |
25,354
+114
| +0.5% | +$7.93K | 0.14% | 142 |
|
|
2015
Q3 | $1.87M | Buy |
25,240
+1,763
| +8% | +$131K | 0.15% | 142 |
|
|
2015
Q2 | $1.83M | Buy |
23,477
+1,319
| +6% | +$103K | 0.14% | 147 |
|
|
2015
Q1 | $1.73M | Buy |
22,158
+3,009
| +16% | +$235K | 0.13% | 179 |
|
|
2014
Q4 | $1.78M | Buy |
19,149
+1,846
| +11% | +$172K | 0.14% | 156 |
|
|
2014
Q3 | $1.52M | Sell |
17,303
-71
| -0.4% | -$6.22K | 0.13% | 161 |
|
|
2014
Q2 | $1.65M | Sell |
17,374
-356
| -2% | -$33.8K | 0.14% | 153 |
|
|
2014
Q1 | $1.6M | Buy |
17,730
+7,237
| +69% | +$651K | 0.13% | 154 |
|
|
2013
Q4 | $952K | Buy |
10,493
+5,218
| +99% | +$473K | 0.09% | 185 |
|
|
2013
Q3 | $398K | Buy |
5,275
+708
| +16% | +$53.4K | 0.05% | 204 |
|
|
2013
Q2 | $341K | Buy |
+4,567
| New | +$341K | 0.04% | 203 |
|