Kapstone Financial Advisors’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
Q2 | $416K | Buy |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $387K | Hold |
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|
2024
Q3 | $333K | Hold |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $235K | Buy |
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