Keebeck Wealth 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 | $416K | Buy |
1,304
+189
| +17% | +$60.3K | 0.05% | 227 |
|
|
2025
Q1 | $300K | Sell |
1,115
-18
| -2% | -$4.84K | 0.04% | 215 |
|
|
2024
Q4 | $336K | Sell |
1,133
-426
| -27% | -$126K | 0.05% | 198 |
|
|
2024
Q3 | $423K | Sell |
1,559
-28
| -2% | -$7.59K | 0.06% | 182 |
|
|
2024
Q2 | $367K | Hold |
1,587
| – | – | 0.05% | 199 |
|
|
2024
Q1 | $361K | Buy |
1,587
+479
| +43% | +$109K | 0.05% | 217 |
|
|
2023
Q4 | $208K | Buy |
+1,108
| New | +$208K | 0.03% | 253 |
|
|
2021
Q3 | – | Sell |
-10,803
| Closed | -$1.79M | – | 217 |
|
|
2021
Q2 | $1.79M | Buy |
10,803
+2,055
| +23% | +$340K | 0.26% | 82 |
|
|
2021
Q1 | $1.24M | Buy |
8,748
+2,327
| +36% | +$330K | 0.19% | 89 |
|
|
2020
Q4 | $776K | Buy |
6,421
+2,958
| +85% | +$357K | 0.14% | 120 |
|
|
2020
Q3 | $347K | Buy |
3,463
+2,834
| +451% | +$284K | 0.07% | 150 |
|
|
2020
Q2 | $59K | Buy |
+629
| New | +$59K | 0.02% | 207 |
|
|
2020
Q1 | – | Sell |
-689
| Closed | -$85K | – | 153 |
|
|
2019
Q4 | $85K | Buy |
+689
| New | +$85K | 0.03% | 196 |
|