Kathmere Capital Management’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 | $557K | Sell |
1,745
-141
| -7% | -$45K | 0.04% | 257 |
|
|
2025
Q1 | $507K | Buy |
1,886
+95
| +5% | +$25.6K | 0.04% | 243 |
|
|
2024
Q4 | $532K | Buy |
1,791
+508
| +40% | +$151K | 0.05% | 209 |
|
|
2024
Q3 | $348K | Buy |
1,283
+154
| +14% | +$41.8K | 0.03% | 267 |
|
|
2024
Q2 | $261K | Buy |
1,129
+67
| +6% | +$15.5K | 0.03% | 288 |
|
|
2024
Q1 | $242K | Buy |
+1,062
| New | +$242K | 0.03% | 270 |
|
|
2023
Q3 | – | Sell |
-2,399
| Closed | -$418K | – | 264 |
|
|
2023
Q2 | $418K | Buy |
+2,399
| New | +$418K | 0.06% | 128 |
|
|
2021
Q1 | – | Sell |
-630
| Closed | -$76K | – | 148 |
|
|
2020
Q4 | $76K | Hold |
630
| – | – | 0.02% | 208 |
|
|
2020
Q3 | $63K | Buy |
+630
| New | +$63K | 0.02% | 211 |
|