LSV Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32
| Closed | -$9K | – | 817 |
|
|
2025
Q1 | $9K | Buy |
32
+16
| +100% | +$4.5K | ﹤0.01% | 824 |
|
|
2024
Q4 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 817 |
|
|
2023
Q3 | – | Sell |
-2,200
| Closed | -$383K | – | 862 |
|
|
2023
Q2 | $383K | Buy |
+2,200
| New | +$383K | ﹤0.01% | 775 |
|
|
2020
Q2 | – | Sell |
-1,069
| Closed | -$91K | – | 979 |
|
|
2020
Q1 | $91K | Buy |
+1,069
| New | +$91K | ﹤0.01% | 902 |
|
|
2017
Q3 | – | Sell |
-36,900
| Closed | -$3.11M | – | 994 |
|
|
2017
Q2 | $3.11M | Hold |
36,900
| – | – | 0.01% | 654 |
|
|
2017
Q1 | $2.92M | Buy |
36,900
+22,800
| +162% | +$1.8M | 0.01% | 651 |
|
|
2016
Q4 | $1.04M | Hold |
14,100
| – | – | ﹤0.01% | 802 |
|
|
2016
Q3 | $902K | Sell |
14,100
-2,708
| -16% | -$173K | ﹤0.01% | 790 |
|
|
2016
Q2 | $1.02M | Buy |
16,808
+9,108
| +118% | +$553K | ﹤0.01% | 766 |
|
|
2016
Q1 | $472K | Hold |
7,700
| – | – | ﹤0.01% | 827 |
|
|
2015
Q4 | $535K | Hold |
7,700
| – | – | ﹤0.01% | 813 |
|
|
2015
Q3 | $570K | Buy |
+7,700
| New | +$570K | ﹤0.01% | 788 |
|
|
2013
Q4 | – | Sell |
-2,860
| Closed | -$215K | – | 887 |
|
|
2013
Q3 | $215K | Buy |
+2,860
| New | +$215K | ﹤0.01% | 817 |
|