Ownership history in Lee Financial Co · 16 quarters on record
This page tracks every 13F SEC filing in which Lee Financial Co reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 629 | +329 | +109.7% | 0.03% | $209K | $330.59 |
| 2023 Q4 | REDUCED | 300 | -63 | -17.4% | 0.01% | $56K | $182.74 |
| 2023 Q3 | ADDED | 363 | +5 | +1.4% | 0.01% | $54K | $144.93 |
| 2023 Q2 | UNCHANGED | 358 | — | 0% | 0.01% | $62K | $168.65 |
| 2023 Q1 | REDUCED | 358 | -235 | -39.6% | 0.01% | $59K | $159.11 |
| 2022 Q4 | ADDED | 593 | +43 | +7.8% | 0.01% | $88K | $142.03 |
| 2022 Q3 | ADDED | 550 | +171 | +45.1% | 0.01% | $74K | $129.19 |
| 2022 Q2 | REDUCED | 379 | -5 | -1.3% | 0.01% | $53K | $132.74 |
| 2022 Q1 | ADDED | 384 | +18 | +4.9% | 0.01% | $72K | $177.90 |
| 2021 Q4 | REDUCED | 366 | -100 | -21.5% | 0.01% | $60K | $155.25 |
As of 2025 Q4 — sorted by position size