Kayne Anderson Rudnick Investment Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
4,152
+493
| +13% | +$157K | ﹤0.01% | 360 |
|
|
2025
Q1 | $985K | Buy |
3,659
+1,428
| +64% | +$384K | ﹤0.01% | 386 |
|
|
2024
Q4 | $662K | Buy |
2,231
+18
| +0.8% | +$5.34K | ﹤0.01% | 401 |
|
|
2024
Q3 | $600K | Hold |
2,213
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $513K | Buy |
2,213
+9
| +0.4% | +$2.09K | ﹤0.01% | 420 |
|
|
2024
Q1 | $502K | Hold |
2,204
| – | – | ﹤0.01% | 417 |
|
|
2023
Q4 | $413K | Buy |
2,204
+27
| +1% | +$5.06K | ﹤0.01% | 399 |
|
|
2023
Q3 | $325K | Hold |
2,177
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $379K | Buy |
2,177
+5
| +0.2% | +$871 | ﹤0.01% | 401 |
|
|
2023
Q1 | $358K | Hold |
2,172
| – | – | ﹤0.01% | 392 |
|
|
2022
Q4 | $321K | Hold |
2,172
| – | – | ﹤0.01% | 404 |
|
|
2022
Q3 | $293K | Buy |
2,172
+15
| +0.7% | +$2.02K | ﹤0.01% | 394 |
|
|
2022
Q2 | $299K | Hold |
2,157
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $403K | Sell |
2,157
-15
| -0.7% | -$2.8K | ﹤0.01% | 371 |
|
|
2021
Q4 | $355K | Buy |
2,172
+15
| +0.7% | +$2.45K | ﹤0.01% | 386 |
|
|
2021
Q3 | $361K | Buy |
2,157
+1,522
| +240% | +$255K | ﹤0.01% | 374 |
|
|
2021
Q2 | $105K | Hold |
635
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $90K | Hold |
635
| – | – | ﹤0.01% | 429 |
|
|
2020
Q4 | $77K | Hold |
635
| – | – | ﹤0.01% | 422 |
|
|
2020
Q3 | $64K | Hold |
635
| – | – | ﹤0.01% | 409 |
|
|
2020
Q2 | $60K | Hold |
635
| – | – | ﹤0.01% | 394 |
|
|
2020
Q1 | $54K | Sell |
635
-22
| -3% | -$1.87K | ﹤0.01% | 390 |
|
|
2019
Q4 | $82K | Buy |
657
+22
| +3% | +$2.75K | ﹤0.01% | 373 |
|
|
2019
Q3 | $75K | Hold |
635
| – | – | ﹤0.01% | 365 |
|
|
2019
Q2 | $78K | Buy |
+635
| New | +$78K | ﹤0.01% | 360 |
|
|
2015
Q1 | – | Sell |
-238,118
| Closed | -$22.2M | – | 295 |
|
|
2014
Q4 | $22.2M | Buy |
238,118
+7,858
| +3% | +$731K | 0.37% | 75 |
|
|
2014
Q3 | $20.2M | Buy |
230,260
+2,128
| +0.9% | +$186K | 0.36% | 88 |
|
|
2014
Q2 | $21.6M | Buy |
228,132
+2,561
| +1% | +$243K | 0.37% | 77 |
|
|
2014
Q1 | $20.3M | Buy |
225,571
+794
| +0.4% | +$71.5K | 0.36% | 81 |
|
|
2013
Q4 | $20.4M | Buy |
224,777
+4,488
| +2% | +$407K | 0.34% | 80 |
|
|
2013
Q3 | $16.6M | Sell |
220,289
-3,948
| -2% | -$298K | 0.31% | 85 |
|
|
2013
Q2 | $16.8M | Buy |
+224,237
| New | +$16.8M | 0.34% | 78 |
|