Lyell Wealth 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 | $1.34M | Hold |
4,205
| – | – | 0.11% | 102 |
|
|
2025
Q1 | $1.13M | Sell |
4,205
-100
| -2% | -$26.9K | 0.11% | 112 |
|
|
2024
Q4 | $1.28M | Buy |
4,305
+100
| +2% | +$29.7K | 0.11% | 108 |
|
|
2024
Q3 | $1.14M | Hold |
4,205
| – | – | 0.1% | 117 |
|
|
2024
Q2 | $974K | Hold |
4,205
| – | – | 0.09% | 113 |
|
|
2024
Q1 | $957K | Hold |
4,205
| – | – | 0.1% | 114 |
|
|
2023
Q4 | $788K | Hold |
4,205
| – | – | 0.09% | 116 |
|
|
2023
Q3 | $627K | Hold |
4,205
| – | – | 0.08% | 117 |
|
|
2023
Q2 | $733K | Sell |
4,205
-1,500
| -26% | -$261K | 0.09% | 116 |
|
|
2023
Q1 | $941K | Sell |
5,705
-41
| -0.7% | -$6.76K | 0.13% | 111 |
|
|
2022
Q4 | $849K | Sell |
5,746
-7
| -0.1% | -$1.03K | 0.13% | 112 |
|
|
2022
Q3 | $776K | Sell |
5,753
-58
| -1% | -$7.82K | 0.13% | 110 |
|
|
2022
Q2 | $809K | Buy |
5,811
+69
| +1% | +$9.61K | 0.13% | 108 |
|
|
2022
Q1 | $1.07M | Buy |
5,742
+1,515
| +36% | +$283K | 0.14% | 102 |
|
|
2021
Q4 | $692K | Sell |
4,227
-78
| -2% | -$12.8K | 0.08% | 121 |
|
|
2021
Q3 | $721K | Hold |
4,305
| – | – | 0.09% | 116 |
|
|
2021
Q2 | $711K | Buy |
4,305
+86
| +2% | +$14.2K | 0.09% | 119 |
|
|
2021
Q1 | $599K | Sell |
4,219
-16
| -0.4% | -$2.27K | 0.09% | 122 |
|
|
2020
Q4 | $512K | Buy |
4,235
+30
| +0.7% | +$3.63K | 0.08% | 112 |
|
|
2020
Q3 | $422K | Hold |
4,205
| – | – | 0.08% | 101 |
|
|
2020
Q2 | $400K | Hold |
4,205
| – | – | 0.09% | 93 |
|
|
2020
Q1 | $360K | Sell |
4,205
-3
| -0.1% | -$257 | 0.11% | 89 |
|
|
2019
Q4 | $524K | Buy |
4,208
+3
| +0.1% | +$374 | 0.14% | 83 |
|
|
2019
Q3 | $497K | Hold |
4,205
| – | – | 0.15% | 85 |
|
|
2019
Q2 | $519K | Hold |
4,205
| – | – | 0.16% | 87 |
|
|
2019
Q1 | $460K | Sell |
4,205
-132
| -3% | -$14.4K | 0.15% | 88 |
|
|
2018
Q4 | $413K | Hold |
4,337
| – | – | 0.17% | 85 |
|
|
2018
Q3 | $462K | Hold |
4,337
| – | – | 0.16% | 87 |
|
|
2018
Q2 | $425K | Hold |
4,337
| – | – | 0.16% | 84 |
|
|
2018
Q1 | $405K | Buy |
4,337
+455
| +12% | +$42.5K | 0.15% | 86 |
|
|
2017
Q4 | $386K | Sell |
3,882
-215
| -5% | -$21.4K | 0.15% | 89 |
|
|
2017
Q3 | $371K | Hold |
4,097
| – | – | 0.16% | 86 |
|
|
2017
Q2 | $345K | Sell |
4,097
-3,250
| -44% | -$274K | 0.17% | 85 |
|
|
2017
Q1 | $581K | Sell |
7,347
-2,415
| -25% | -$191K | 0.31% | 70 |
|
|
2016
Q4 | $723K | Buy |
+9,762
| New | +$723K | 0.45% | 62 |
|