Gerber Kawasaki Wealth & Investment 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 | $1.31M | Buy |
4,115
+846
| +26% | +$270K | 0.05% | 132 |
|
|
2025
Q1 | $880K | Buy |
3,269
+139
| +4% | +$37.4K | 0.04% | 151 |
|
|
2024
Q4 | $929K | Buy |
3,130
+285
| +10% | +$84.6K | 0.04% | 144 |
|
|
2024
Q3 | $772K | Buy |
2,845
+764
| +37% | +$207K | 0.04% | 148 |
|
|
2024
Q2 | $482K | Buy |
2,081
+171
| +9% | +$39.6K | 0.02% | 175 |
|
|
2024
Q1 | $435K | Buy |
1,910
+31
| +2% | +$7.06K | 0.02% | 185 |
|
|
2023
Q4 | $352K | Buy |
1,879
+25
| +1% | +$4.68K | 0.02% | 191 |
|
|
2023
Q3 | $277K | Sell |
1,854
-77
| -4% | -$11.5K | 0.02% | 206 |
|
|
2023
Q2 | $336K | Buy |
1,931
+1
| +0.1% | +$174 | 0.02% | 189 |
|
|
2023
Q1 | $318K | Sell |
1,930
-85
| -4% | -$14K | 0.03% | 192 |
|
|
2022
Q4 | $298K | Buy |
2,015
+49
| +2% | +$7.24K | 0.03% | 198 |
|
|
2022
Q3 | $265K | Buy |
1,966
+364
| +23% | +$49.1K | 0.02% | 190 |
|
|
2022
Q2 | $222K | Buy |
1,602
+122
| +8% | +$16.9K | 0.02% | 218 |
|
|
2022
Q1 | $276K | Sell |
1,480
-196
| -12% | -$36.6K | 0.02% | 214 |
|
|
2021
Q4 | $274K | Buy |
1,676
+384
| +30% | +$62.8K | 0.02% | 223 |
|
|
2021
Q3 | $216K | Buy |
+1,292
| New | +$216K | 0.03% | 175 |
|