KP
Keel Point’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Buy |
2,712
+227
| +9% | +$72.4K | 0.06% | 199 |
|
|
2025
Q1 | $669K | Buy |
2,485
+319
| +15% | +$85.8K | 0.05% | 195 |
|
|
2024
Q4 | $643K | Buy |
2,166
+127
| +6% | +$37.7K | 0.05% | 194 |
|
|
2024
Q3 | $553K | Buy |
2,039
+22
| +1% | +$5.97K | 0.05% | 221 |
|
|
2024
Q2 | $482K | Buy |
2,017
+421
| +26% | +$101K | 0.04% | 232 |
|
|
2024
Q1 | $363K | Buy |
1,596
+490
| +44% | +$112K | 0.04% | 255 |
|
|
2023
Q4 | $207K | Buy |
+1,106
| New | +$207K | 0.02% | 328 |
|
|
2023
Q3 | – | Sell |
-1,625
| Closed | -$283K | – | 320 |
|
|
2023
Q2 | $283K | Buy |
1,625
+226
| +16% | +$39.4K | 0.04% | 255 |
|
|
2023
Q1 | $231K | Buy |
1,399
+19
| +1% | +$3.13K | 0.03% | 272 |
|
|
2022
Q4 | $204K | Buy |
+1,380
| New | +$204K | 0.03% | 278 |
|