Kestra Private Wealth 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 | $13.2M | Sell |
41,533
-1,751
| -4% | -$559K | 0.19% | 121 |
|
|
2025
Q1 | $11.6M | Buy |
43,284
+2,613
| +6% | +$703K | 0.19% | 113 |
|
|
2024
Q4 | $12.1M | Sell |
40,671
-2,086
| -5% | -$619K | 0.21% | 108 |
|
|
2024
Q3 | $11.6M | Buy |
42,757
+3,008
| +8% | +$817K | 0.21% | 110 |
|
|
2024
Q2 | $9.2M | Buy |
39,749
+687
| +2% | +$159K | 0.18% | 125 |
|
|
2024
Q1 | $8.89M | Buy |
39,062
+1,774
| +5% | +$404K | 0.2% | 123 |
|
|
2023
Q4 | $6.99M | Buy |
37,288
+883
| +2% | +$165K | 0.18% | 141 |
|
|
2023
Q3 | $5.43M | Buy |
36,405
+1,095
| +3% | +$163K | 0.17% | 142 |
|
|
2023
Q2 | $6.15M | Buy |
35,310
+3,789
| +12% | +$660K | 0.21% | 116 |
|
|
2023
Q1 | $5.2M | Buy |
31,521
+5,325
| +20% | +$878K | 0.21% | 118 |
|
|
2022
Q4 | $3.87M | Sell |
26,196
-3,576
| -12% | -$528K | 0.2% | 136 |
|
|
2022
Q3 | $4.02M | Buy |
29,772
+2,814
| +10% | +$380K | 0.23% | 110 |
|
|
2022
Q2 | $3.74M | Buy |
26,958
+2,932
| +12% | +$406K | 0.21% | 122 |
|
|
2022
Q1 | $4.49M | Buy |
24,026
+4,390
| +22% | +$821K | 0.22% | 106 |
|
|
2021
Q4 | $3.21M | Buy |
19,636
+235
| +1% | +$38.4K | 0.15% | 149 |
|
|
2021
Q3 | $3.25M | Buy |
19,401
+197
| +1% | +$33K | 0.18% | 134 |
|
|
2021
Q2 | $3.17M | Buy |
19,204
+535
| +3% | +$88.4K | 0.19% | 127 |
|
|
2021
Q1 | $2.64M | Buy |
18,669
+621
| +3% | +$87.8K | 0.18% | 133 |
|
|
2020
Q4 | $2.16M | Sell |
18,048
-1,500
| -8% | -$179K | 0.16% | 150 |
|
|
2020
Q3 | $1.96M | Buy |
+19,548
| New | +$1.96M | 0.17% | 135 |
|