LVM Capital Management’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 | $26.6M | Sell |
83,460
-2,691
| -3% | -$858K | 2.76% | 10 |
|
|
2025
Q1 | $23.2M | Sell |
86,151
-193
| -0.2% | -$51.9K | 2.58% | 11 |
|
|
2024
Q4 | $25.6M | Buy |
86,344
+2,557
| +3% | +$759K | 2.76% | 9 |
|
|
2024
Q3 | $19.4M | Hold |
83,787
| – | – | 2.21% | 12 |
|
|
2024
Q2 | $19.4M | Sell |
83,787
-152
| -0.2% | -$35.2K | 2.21% | 12 |
|
|
2024
Q1 | $19.1M | Buy |
83,939
+1,465
| +2% | +$334K | 2.26% | 15 |
|
|
2023
Q4 | $15.5M | Buy |
82,474
+735
| +0.9% | +$138K | 1.98% | 16 |
|
|
2023
Q3 | $12.2M | Buy |
81,739
+3,495
| +4% | +$521K | 1.72% | 18 |
|
|
2023
Q2 | $13.6M | Buy |
78,244
+4,110
| +6% | +$716K | 1.82% | 17 |
|
|
2023
Q1 | $12.2M | Buy |
74,134
+1,565
| +2% | +$258K | 1.7% | 19 |
|
|
2022
Q4 | $10.7M | Buy |
72,569
+2,273
| +3% | +$336K | 1.55% | 25 |
|
|
2022
Q3 | $9.48M | Buy |
70,296
+1,585
| +2% | +$214K | 1.45% | 26 |
|
|
2022
Q2 | $9.53M | Buy |
68,711
+2,294
| +3% | +$318K | 1.38% | 30 |
|
|
2022
Q1 | $12.4M | Buy |
66,417
+1,456
| +2% | +$272K | 1.64% | 23 |
|
|
2021
Q4 | $10.6M | Buy |
64,961
+2,141
| +3% | +$350K | 1.42% | 24 |
|
|
2021
Q3 | $10.5M | Buy |
62,820
+1,067
| +2% | +$179K | 1.59% | 24 |
|
|
2021
Q2 | $10.2M | Buy |
61,753
+1,785
| +3% | +$295K | 1.56% | 24 |
|
|
2021
Q1 | $8.48M | Sell |
59,968
-658
| -1% | -$93.1K | 1.38% | 28 |
|
|
2020
Q4 | $7.33M | Sell |
60,626
-628
| -1% | -$75.9K | 1.24% | 28 |
|
|
2020
Q3 | $6.14M | Buy |
61,254
+5,240
| +9% | +$525K | 1.19% | 29 |
|
|
2020
Q2 | $5.33M | Buy |
56,014
+975
| +2% | +$92.8K | 1.09% | 31 |
|
|
2020
Q1 | $4.71M | Buy |
55,039
+6,175
| +13% | +$529K | 1.16% | 29 |
|
|
2019
Q4 | $6.08M | Buy |
+48,864
| New | +$6.08M | 1.2% | 30 |
|
|
2013
Q3 | – | Sell |
-2,850
| Closed | -$213K | – | 110 |
|
|
2013
Q2 | $213K | Buy |
+2,850
| New | +$213K | 0.08% | 109 |
|