LA
LVW Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,264
+258
| +9% | +$82.3K | 0.11% | 103 |
|
|
2025
Q1 | $809K | Sell |
3,006
-258
| -8% | -$69.4K | 0.1% | 122 |
|
|
2024
Q4 | $969K | Sell |
3,264
-286
| -8% | -$84.9K | 0.12% | 113 |
|
|
2024
Q3 | $963K | Buy |
3,550
+98
| +3% | +$26.6K | 0.12% | 115 |
|
|
2024
Q2 | $799K | Sell |
3,452
-32
| -0.9% | -$7.41K | 0.12% | 113 |
|
|
2024
Q1 | $793K | Buy |
3,484
+39
| +1% | +$8.88K | 0.13% | 117 |
|
|
2023
Q4 | $645K | Buy |
3,445
+131
| +4% | +$24.5K | 0.12% | 124 |
|
|
2023
Q3 | $494K | Buy |
3,314
+607
| +22% | +$90.5K | 0.1% | 130 |
|
|
2023
Q2 | $472K | Sell |
2,707
-2,477
| -48% | -$432K | 0.09% | 130 |
|
|
2023
Q1 | $855K | Buy |
5,184
+60
| +1% | +$9.9K | 0.17% | 91 |
|
|
2022
Q4 | $757K | Sell |
5,124
-13
| -0.3% | -$1.92K | 0.15% | 102 |
|
|
2022
Q3 | $693K | Sell |
5,137
-725
| -12% | -$97.8K | 0.15% | 103 |
|
|
2022
Q2 | $813K | Sell |
5,862
-107
| -2% | -$14.8K | 0.17% | 88 |
|
|
2022
Q1 | $1.12M | Sell |
5,969
-116
| -2% | -$21.7K | 0.19% | 80 |
|
|
2021
Q4 | $996K | Sell |
6,085
-75
| -1% | -$12.3K | 0.17% | 93 |
|
|
2021
Q3 | $1.03M | Buy |
6,160
+2,361
| +62% | +$396K | 0.18% | 88 |
|
|
2021
Q2 | $628K | Sell |
3,799
-109
| -3% | -$18K | 0.11% | 129 |
|
|
2021
Q1 | $553K | Buy |
3,908
+155
| +4% | +$21.9K | 0.11% | 136 |
|
|
2020
Q4 | $454K | Buy |
3,753
+825
| +28% | +$99.8K | 0.09% | 124 |
|
|
2020
Q3 | $294K | Buy |
2,928
+106
| +4% | +$10.6K | 0.06% | 153 |
|
|
2020
Q2 | $269K | Buy |
2,822
+26
| +0.9% | +$2.48K | 0.06% | 153 |
|
|
2020
Q1 | $239K | Sell |
2,796
-61
| -2% | -$5.21K | 0.06% | 140 |
|
|
2019
Q4 | $356K | Hold |
2,857
| – | – | 0.08% | 130 |
|
|
2019
Q3 | $338K | Sell |
2,857
-186
| -6% | -$22K | 0.08% | 120 |
|
|
2019
Q2 | $376K | Buy |
3,043
+142
| +5% | +$17.5K | 0.1% | 107 |
|
|
2019
Q1 | $317K | Sell |
2,901
-183
| -6% | -$20K | 0.08% | 140 |
|
|
2018
Q4 | $294K | Buy |
3,084
+124
| +4% | +$11.8K | 0.1% | 123 |
|
|
2018
Q3 | $315K | Sell |
2,960
-174
| -6% | -$18.5K | 0.09% | 128 |
|
|
2018
Q2 | $307K | Sell |
3,134
-449
| -13% | -$44K | 0.1% | 114 |
|
|
2018
Q1 | $334K | Buy |
3,583
+55
| +2% | +$5.13K | 0.1% | 102 |
|
|
2017
Q4 | $350K | Sell |
3,528
-216
| -6% | -$21.4K | 0.1% | 99 |
|
|
2017
Q3 | $339K | Buy |
3,744
+131
| +4% | +$11.9K | 0.13% | 106 |
|
|
2017
Q2 | $304K | Sell |
3,613
-195
| -5% | -$16.4K | 0.11% | 94 |
|
|
2017
Q1 | $301K | Sell |
3,808
-121
| -3% | -$9.56K | 0.11% | 99 |
|
|
2016
Q4 | $291K | Buy |
3,929
+38
| +1% | +$2.81K | 0.1% | 114 |
|
|
2016
Q3 | $249K | Sell |
3,891
-43
| -1% | -$2.75K | 0.08% | 121 |
|
|
2016
Q2 | $239K | Sell |
3,934
-255
| -6% | -$15.5K | 0.09% | 116 |
|
|
2016
Q1 | $257K | Sell |
4,189
-204
| -5% | -$12.5K | 0.08% | 125 |
|
|
2015
Q4 | $306K | Buy |
4,393
+160
| +4% | +$11.1K | 0.12% | 108 |
|
|
2015
Q3 | $314K | Buy |
4,233
+1
| +0% | +$74 | 0.14% | 101 |
|
|
2015
Q2 | $329K | Buy |
4,232
+167
| +4% | +$13K | 0.14% | 102 |
|
|
2015
Q1 | $318K | Buy |
4,065
+78
| +2% | +$6.1K | 0.15% | 112 |
|
|
2014
Q4 | $371K | Buy |
+3,987
| New | +$371K | 0.2% | 98 |
|