KCPG
Kavar Capital Partners Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Hold |
2,362
| – | – | 0.11% | 111 |
|
|
2025
Q1 | $635K | Sell |
2,362
-550
| -19% | -$148K | 0.11% | 111 |
|
|
2024
Q4 | $864K | Buy |
2,912
+3
| +0.1% | +$890 | 0.15% | 99 |
|
|
2024
Q3 | $789K | Buy |
2,909
+42
| +1% | +$11.4K | 0.12% | 102 |
|
|
2024
Q2 | $664K | Hold |
2,867
| – | – | 0.12% | 100 |
|
|
2024
Q1 | $653K | Buy |
+2,867
| New | +$653K | 0.12% | 97 |
|
|
2019
Q3 | – | Sell |
-175
| Closed | -$22K | – | 161 |
|
|
2019
Q2 | $22K | Buy |
+175
| New | +$22K | 0.01% | 304 |
|
|
2018
Q3 | – | Sell |
-175
| Closed | -$17K | – | 121 |
|
|
2018
Q2 | $17K | Hold |
175
| – | – | 0.01% | 273 |
|
|
2018
Q1 | $16K | Buy |
+175
| New | +$16K | 0.01% | 279 |
|
|
2017
Q1 | – | Sell |
-23,273
| Closed | -$1.72M | – | 110 |
|
|
2016
Q4 | $1.72M | Sell |
23,273
-2,650
| -10% | -$196K | 1.09% | 45 |
|
|
2016
Q3 | $1.66M | Sell |
25,923
-1,275
| -5% | -$81.6K | 1.07% | 47 |
|
|
2016
Q2 | $1.65M | Sell |
27,198
-850
| -3% | -$51.7K | 1.06% | 43 |
|
|
2016
Q1 | $1.72M | Buy |
28,048
+108
| +0.4% | +$6.63K | 1.14% | 41 |
|
|
2015
Q4 | $1.94M | Sell |
27,940
-6,117
| -18% | -$425K | 1.25% | 30 |
|
|
2015
Q3 | $2.52M | Buy |
34,057
+1,689
| +5% | +$125K | 1.78% | 8 |
|
|
2015
Q2 | $2.52M | Buy |
32,368
+1,043
| +3% | +$81K | 1.71% | 8 |
|
|
2015
Q1 | $2.45M | Buy |
+31,325
| New | +$2.45M | 2.08% | 7 |
|