LVW Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $809K | Sell |
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|
2024
Q4 | $969K | Sell |
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|
2024
Q3 | $963K | Buy |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $793K | Buy |
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|
2023
Q4 | $645K | Buy |
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|
2023
Q3 | $494K | Buy |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $855K | Buy |
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|
2022
Q4 | $757K | Sell |
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|
2022
Q3 | $693K | Sell |
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|
2022
Q2 | $813K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $996K | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $628K | Sell |
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|
2021
Q1 | $553K | Buy |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $294K | Buy |
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|
2020
Q2 | $269K | Buy |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $356K | Hold |
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|
2019
Q3 | $338K | Sell |
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|
2019
Q2 | $376K | Buy |
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|
2019
Q1 | $317K | Sell |
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|
2018
Q4 | $294K | Buy |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $307K | Sell |
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|
2018
Q1 | $334K | Buy |
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|
2017
Q4 | $350K | Sell |
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|
2017
Q3 | $339K | Buy |
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|
2017
Q2 | $304K | Sell |
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|
2017
Q1 | $301K | Sell |
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|
2016
Q4 | $291K | Buy |
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|
2016
Q3 | $249K | Sell |
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|
2016
Q2 | $239K | Sell |
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|
2016
Q1 | $257K | Sell |
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|
2015
Q4 | $306K | Buy |
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|
2015
Q3 | $314K | Buy |
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|
2015
Q2 | $329K | Buy |
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|
2015
Q1 | $318K | Buy |
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|
2014
Q4 | $371K | Buy |
|