KSWA
Kathleen S. Wright Associates’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Hold |
20,427
| – | – | 2.49% | 10 |
|
|
2025
Q1 | $5.53M | Hold |
20,427
| – | – | 2.28% | 10 |
|
|
2024
Q4 | $6.22M | Hold |
20,427
| – | – | 2.59% | 8 |
|
|
2024
Q3 | $5.53M | Hold |
20,427
| – | – | 2.28% | 10 |
|
|
2024
Q2 | $4.88M | Hold |
20,427
| – | – | 2.24% | 11 |
|
|
2024
Q1 | $4.55M | Buy |
20,427
+200
| +1% | +$44.6K | 2.15% | 12 |
|
|
2023
Q4 | $3.72M | Sell |
20,227
-1,000
| -5% | -$184K | 1.89% | 14 |
|
|
2023
Q3 | $3.13M | Buy |
21,227
+11,928
| +128% | +$1.76M | 1.75% | 13 |
|
|
2023
Q2 | $1.62M | Sell |
9,299
-5,900
| -39% | -$1.03M | 1.03% | 26 |
|
|
2023
Q1 | $2.51M | Sell |
15,199
-6,028
| -28% | -$994K | 1.65% | 16 |
|
|
2022
Q4 | $3.14M | Hold |
21,227
| – | – | 2.13% | 13 |
|
|
2022
Q3 | $2.86M | Hold |
21,227
| – | – | 2.32% | 11 |
|
|
2022
Q2 | $2.94M | Buy |
21,227
+3
| +0% | +$416 | 2.48% | 10 |
|
|
2022
Q1 | $3.97M | Buy |
21,224
+2
| +0% | +$374 | 2.9% | 7 |
|
|
2021
Q4 | $3.47M | Buy |
+21,222
| New | +$3.47M | 2.55% | 9 |
|