MLL
Moody Lynn & Lieberson’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Buy |
16,331
+955
| +6% | +$305K | 0.3% | 57 |
|
|
2025
Q1 | $4.14M | Buy |
15,376
+19
| +0.1% | +$5.11K | 0.27% | 57 |
|
|
2024
Q4 | $4.56M | Sell |
15,357
-592
| -4% | -$176K | 0.28% | 54 |
|
|
2024
Q3 | $4.33M | Sell |
15,949
-320
| -2% | -$86.8K | 0.27% | 58 |
|
|
2024
Q2 | $3.77M | Buy |
16,269
+114
| +0.7% | +$26.4K | 0.25% | 60 |
|
|
2024
Q1 | $3.68M | Buy |
16,155
+14,671
| +989% | +$3.34M | 0.25% | 68 |
|
|
2023
Q4 | $278K | Hold |
1,484
| – | – | 0.02% | 200 |
|
|
2023
Q3 | $221K | Buy |
1,484
+12
| +0.8% | +$1.79K | 0.02% | 196 |
|
|
2023
Q2 | $256K | Sell |
1,472
-68
| -4% | -$11.8K | 0.02% | 197 |
|
|
2023
Q1 | $254K | Sell |
1,540
-460
| -23% | -$75.9K | 0.02% | 198 |
|
|
2022
Q4 | $295K | Sell |
2,000
-14
| -0.7% | -$2.07K | 0.03% | 195 |
|
|
2022
Q3 | $272K | Buy |
+2,014
| New | +$272K | 0.03% | 193 |
|
|
2022
Q2 | – | Sell |
-18,699
| Closed | -$3.5M | – | 221 |
|
|
2022
Q1 | $3.5M | Buy |
+18,699
| New | +$3.5M | 0.26% | 71 |
|
|
2014
Q3 | – | Sell |
-87,591
| Closed | -$8.31M | – | 188 |
|
|
2014
Q2 | $8.31M | Sell |
87,591
-6,645
| -7% | -$630K | 1.14% | 33 |
|
|
2014
Q1 | $8.48M | Sell |
94,236
-1,079
| -1% | -$97.1K | 1.23% | 26 |
|
|
2013
Q4 | $8.65M | Buy |
95,315
+13,530
| +17% | +$1.23M | 1.18% | 30 |
|
|
2013
Q3 | $6.18M | Sell |
81,785
-27,465
| -25% | -$2.07M | 0.95% | 42 |
|
|
2013
Q2 | $8.17M | Buy |
+109,250
| New | +$8.17M | 1.43% | 22 |
|