Lyell Wealth Management’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
Q2 | $1.34M | Hold |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $974K | Hold |
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|
2024
Q1 | $957K | Hold |
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|
2023
Q4 | $788K | Hold |
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|
2023
Q3 | $627K | Hold |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $941K | Sell |
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|
2022
Q4 | $849K | Sell |
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|
2022
Q3 | $776K | Sell |
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|
2022
Q2 | $809K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $692K | Sell |
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|
2021
Q3 | $721K | Hold |
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|
2021
Q2 | $711K | Buy |
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|
2021
Q1 | $599K | Sell |
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|
2020
Q4 | $512K | Buy |
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|
2020
Q3 | $422K | Hold |
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|
2020
Q2 | $400K | Hold |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $524K | Buy |
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|
2019
Q3 | $497K | Hold |
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|
2019
Q2 | $519K | Hold |
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|
2019
Q1 | $460K | Sell |
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|
2018
Q4 | $413K | Hold |
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|
2018
Q3 | $462K | Hold |
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|
2018
Q2 | $425K | Hold |
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|
2018
Q1 | $405K | Buy |
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|
2017
Q4 | $386K | Sell |
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|
2017
Q3 | $371K | Hold |
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $581K | Sell |
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|
2016
Q4 | $723K | Buy |
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