Kelly Financial Services’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 | $251K | Buy |
788
+2
| +0.3% | +$638 | 0.07% | 103 |
|
|
2025
Q1 | $211K | Buy |
786
+1
| +0.1% | +$269 | 0.07% | 105 |
|
|
2024
Q4 | $233K | Hold |
785
| – | – | 0.08% | 105 |
|
|
2024
Q3 | $213K | Buy |
785
+1
| +0.1% | +$271 | 0.08% | 109 |
|
|
2024
Q2 | $181K | Buy |
784
+1
| +0.1% | +$231 | 0.06% | 115 |
|
|
2024
Q1 | $178K | Buy |
783
+1
| +0.1% | +$228 | 0.07% | 114 |
|
|
2023
Q4 | $146K | Buy |
782
+2
| +0.3% | +$375 | 0.06% | 112 |
|
|
2023
Q3 | $116K | Buy |
780
+1
| +0.1% | +$149 | 0.05% | 115 |
|
|
2023
Q2 | $136K | Buy |
779
+1
| +0.1% | +$174 | 0.06% | 101 |
|
|
2023
Q1 | $128K | Sell |
778
-42
| -5% | -$6.92K | 0.06% | 103 |
|
|
2022
Q4 | $121K | Buy |
820
+5
| +0.6% | +$738 | 0.06% | 111 |
|
|
2022
Q3 | $110K | Buy |
815
+1
| +0.1% | +$135 | 0.06% | 107 |
|
|
2022
Q2 | $113K | Buy |
814
+1
| +0.1% | +$139 | 0.06% | 110 |
|
|
2022
Q1 | $152K | Buy |
813
+65
| +9% | +$12.2K | 0.07% | 97 |
|
|
2021
Q4 | $122K | Buy |
748
+18
| +2% | +$2.95K | 0.06% | 112 |
|
|
2021
Q3 | $122K | Sell |
730
-119,821
| -99% | -$20.1M | 0.07% | 94 |
|
|
2021
Q2 | $730K | Buy |
120,551
+119,789
| +15,720% | +$725K | 0.03% | 140 |
|
|
2021
Q1 | $108K | Sell |
762
-2
| -0.3% | -$283 | 0.07% | 80 |
|
|
2020
Q4 | $92.4K | Sell |
764
-45
| -6% | -$5.44K | 0.06% | 79 |
|
|
2020
Q3 | $81.1K | Buy |
809
+2
| +0.2% | +$200 | 0.06% | 71 |
|
|
2020
Q2 | $76.8K | Buy |
807
+2
| +0.2% | +$190 | 0.06% | 63 |
|
|
2020
Q1 | $68.9K | Hold |
805
| – | – | 0.09% | 59 |
|
|
2019
Q4 | $100K | Buy |
805
+1
| +0.1% | +$124 | 0.08% | 49 |
|
|
2019
Q3 | $95.1K | Buy |
804
+78
| +11% | +$9.23K | 0.09% | 51 |
|
|
2019
Q2 | $89.7K | Hold |
726
| – | – | 0.08% | 52 |
|
|
2019
Q1 | $79.3K | Buy |
+726
| New | +$79.3K | 0.09% | 53 |
|