Kavar Capital Partners Group’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 | $753K | Hold |
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|
2025
Q1 | $635K | Sell |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $789K | Buy |
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|
2024
Q2 | $664K | Hold |
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|
2024
Q1 | $653K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $22K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $16K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.72M | Sell |
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|
2016
Q3 | $1.66M | Sell |
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|
2016
Q2 | $1.65M | Sell |
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|
2016
Q1 | $1.72M | Buy |
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|
2015
Q4 | $1.94M | Sell |
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|
2015
Q3 | $2.52M | Buy |
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|
2015
Q2 | $2.52M | Buy |
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|
2015
Q1 | $2.45M | Buy |
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