Kestra Investment 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	$2.71M	Buy	9,224 +4,479	+94%	+$1.31M	0.04%	147
2025 Q1	$1.28M	Sell	4,745 -1,104	-19%	-$297K	0.04%	141
2024 Q4	$1.74M	Buy	5,849 +1,937	+50%	+$575K	0.07%	93
2024 Q3	$1.06M	Buy	3,912 +630	+19%	+$171K	0.05%	119
2024 Q2	$760K	Buy	+3,282	New	+$760K	0.05%	71