Moody Lynn & Lieberson’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 | $5.27M | Sell |
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|
2025
Q2 | $5.21M | Buy |
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|
2025
Q1 | $4.14M | Buy |
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|
2024
Q4 | $4.56M | Sell |
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|
2024
Q3 | $4.33M | Sell |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $3.68M | Buy |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.5M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $8.31M | Sell |
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|
2014
Q1 | $8.48M | Sell |
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|
2013
Q4 | $8.65M | Buy |
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|
2013
Q3 | $6.18M | Sell |
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|
2013
Q2 | $8.17M | Buy |
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