Kapstone Financial Advisors’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 | $416K | Buy |
1,304
+77
| +6% | +$24.6K | 0.21% | 62 |
|
|
2025
Q1 | $330K | Hold |
1,227
| – | – | 0.19% | 73 |
|
|
2024
Q4 | $387K | Hold |
1,227
| – | – | 0.21% | 66 |
|
|
2024
Q3 | $333K | Hold |
1,227
| – | – | 0.2% | 74 |
|
|
2024
Q2 | $284K | Sell |
1,227
-78
| -6% | -$18.1K | 0.19% | 83 |
|
|
2024
Q1 | $297K | Hold |
1,305
| – | – | 0.2% | 85 |
|
|
2023
Q4 | $245K | Sell |
1,305
-54
| -4% | -$10.2K | 0.19% | 88 |
|
|
2023
Q3 | $203K | Hold |
1,359
| – | – | 0.18% | 88 |
|
|
2023
Q2 | $231K | Hold |
1,359
| – | – | 0.19% | 85 |
|
|
2023
Q1 | $221K | Hold |
1,359
| – | – | 0.2% | 81 |
|
|
2022
Q4 | $235K | Buy |
+1,359
| New | +$235K | 0.21% | 84 |
|