Kestra Advisory 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
Q2 | $18.6M | Buy |
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|
2025
Q1 | $15.5M | Buy |
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|
2024
Q4 | $16.8M | Sell |
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|
2024
Q3 | $21.4M | Sell |
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|
2024
Q2 | $21M | Buy |
|
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $10M | Buy |
|
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|
2023
Q3 | $7.24M | Buy |
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|
2023
Q2 | $7.55M | Buy |
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|
2023
Q1 | $6.4M | Sell |
|
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|
2022
Q4 | $8.5M | Buy |
|
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|
2022
Q3 | $7.59M | Buy |
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|
2022
Q2 | $7.04M | Buy |
|
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|
2022
Q1 | $7.96M | Sell |
|
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|
2021
Q4 | $7.11M | Sell |
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|
2021
Q3 | $15.9M | Buy |
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|
2021
Q2 | $7.37M | Buy |
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|
2021
Q1 | $5.99M | Sell |
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|
2020
Q4 | $10.1M | Buy |
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|
2020
Q3 | $2.26M | Buy |
|