GKIM
GW&K Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
369
+75
| +26% | +$24K | ﹤0.01% | 412 |
|
|
2025
Q1 | $79K | Sell |
294
-1
| -0.3% | -$269 | ﹤0.01% | 428 |
|
|
2024
Q4 | $88K | Buy |
295
+5
| +2% | +$1.49K | ﹤0.01% | 408 |
|
|
2024
Q3 | $79K | Buy |
290
+49
| +20% | +$13.3K | ﹤0.01% | 413 |
|
|
2024
Q2 | $56K | Buy |
241
+55
| +30% | +$12.8K | ﹤0.01% | 432 |
|
|
2024
Q1 | $42K | Sell |
186
-4
| -2% | -$903 | ﹤0.01% | 448 |
|
|
2023
Q4 | $36K | Sell |
190
-14
| -7% | -$2.65K | ﹤0.01% | 437 |
|
|
2023
Q3 | $30K | Buy |
204
+7
| +4% | +$1.03K | ﹤0.01% | 438 |
|
|
2023
Q2 | $34K | Buy |
197
+196
| +19,600% | +$33.8K | ﹤0.01% | 412 |
|
|
2023
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 477 |
|
|
2022
Q3 | – | Sell |
-83
| Closed | -$12K | – | 437 |
|
|
2022
Q2 | $12K | Buy |
83
+32
| +63% | +$4.63K | ﹤0.01% | 454 |
|
|
2022
Q1 | $10K | Buy |
+51
| New | +$10K | ﹤0.01% | 436 |
|
|
2015
Q4 | – | Sell |
-2,794
| Closed | -$207K | – | 228 |
|
|
2015
Q3 | $207K | Sell |
2,794
-113
| -4% | -$8.37K | ﹤0.01% | 221 |
|
|
2015
Q2 | $226K | Buy |
2,907
+93
| +3% | +$7.23K | 0.01% | 220 |
|
|
2015
Q1 | $220K | Buy |
2,814
+20
| +0.7% | +$1.56K | 0.01% | 219 |
|
|
2014
Q4 | $260K | Hold |
2,794
| – | – | 0.01% | 214 |
|
|
2014
Q3 | $245K | Hold |
2,794
| – | – | 0.01% | 221 |
|
|
2014
Q2 | $265K | Hold |
2,794
| – | – | 0.01% | 221 |
|
|
2014
Q1 | $252K | Hold |
2,794
| – | – | 0.01% | 216 |
|
|
2013
Q4 | $254K | Hold |
2,794
| – | – | 0.01% | 216 |
|
|
2013
Q3 | $211K | Hold |
2,794
| – | – | 0.01% | 217 |
|
|
2013
Q2 | $209K | Buy |
+2,794
| New | +$209K | 0.01% | 214 |
|