Kathleen S. Wright Associates’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
Q3 | $6.58M | Sell |
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|
2025
Q2 | $6.39M | Hold |
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|
2025
Q1 | $5.53M | Hold |
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|
2024
Q4 | $6.22M | Hold |
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|
2024
Q3 | $5.53M | Hold |
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|
2024
Q2 | $4.88M | Hold |
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|
2024
Q1 | $4.55M | Buy |
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|
2023
Q4 | $3.72M | Sell |
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|
2023
Q3 | $3.13M | Buy |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $3.14M | Hold |
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|
2022
Q3 | $2.86M | Hold |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $3.97M | Buy |
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|
2021
Q4 | $3.47M | Buy |
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