KCS Wealth Advisory’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,167
| Closed | -$203K | – | 137 |
|
|
2023
Q2 | $203K | Buy |
+1,167
| New | +$203K | 0.07% | 151 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$208K | – | 144 |
|
|
2022
Q2 | $208K | Sell |
1,500
-38
| -2% | -$5.27K | 0.09% | 146 |
|
|
2022
Q1 | $288K | Sell |
1,538
-279
| -15% | -$52.2K | 0.13% | 133 |
|
|
2021
Q4 | $297K | Sell |
1,817
-10
| -0.5% | -$1.64K | 0.12% | 139 |
|
|
2021
Q3 | $306K | Sell |
1,827
-310
| -15% | -$51.9K | 0.14% | 122 |
|
|
2021
Q2 | $353K | Sell |
2,137
-2,319
| -52% | -$383K | 0.17% | 121 |
|
|
2021
Q1 | $630K | Sell |
4,456
-1,208
| -21% | -$171K | 0.33% | 91 |
|
|
2020
Q4 | $685K | Buy |
5,664
+276
| +5% | +$33.4K | 0.45% | 78 |
|
|
2020
Q3 | $540K | Buy |
5,388
+1,973
| +58% | +$198K | 0.43% | 85 |
|
|
2020
Q2 | $325K | Buy |
+3,415
| New | +$325K | 0.27% | 113 |
|
|
2019
Q4 | – | Sell |
-1,328
| Closed | -$157K | – | 171 |
|
|
2019
Q3 | $157K | Buy |
+1,328
| New | +$157K | 0.11% | 163 |
|