Kelly Financial Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $251K | Buy |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $213K | Buy |
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|
2024
Q2 | $181K | Buy |
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|
2024
Q1 | $178K | Buy |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $116K | Buy |
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|
2023
Q2 | $136K | Buy |
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|
2023
Q1 | $128K | Sell |
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|
2022
Q4 | $121K | Buy |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $113K | Buy |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | $122K | Buy |
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|
2021
Q3 | $122K | Sell |
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|
2021
Q2 | $730K | Buy |
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|
2021
Q1 | $108K | Sell |
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|
2020
Q4 | $92.4K | Sell |
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|
2020
Q3 | $81.1K | Buy |
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|
2020
Q2 | $76.8K | Buy |
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|
2020
Q1 | $68.9K | Hold |
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|
2019
Q4 | $100K | Buy |
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|
2019
Q3 | $95.1K | Buy |
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|
2019
Q2 | $89.7K | Hold |
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|
2019
Q1 | $79.3K | Buy |
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