Kestra Private Wealth 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 | $13.2M | Sell |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $12.1M | Sell |
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|
2024
Q3 | $11.6M | Buy |
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|
2024
Q2 | $9.2M | Buy |
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|
2024
Q1 | $8.89M | Buy |
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|
2023
Q4 | $6.99M | Buy |
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|
2023
Q3 | $5.43M | Buy |
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|
2023
Q2 | $6.15M | Buy |
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|
2023
Q1 | $5.2M | Buy |
|
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|
2022
Q4 | $3.87M | Sell |
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|
2022
Q3 | $4.02M | Buy |
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|
2022
Q2 | $3.74M | Buy |
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|
2022
Q1 | $4.49M | Buy |
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|
2021
Q4 | $3.21M | Buy |
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|
2021
Q3 | $3.25M | Buy |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.64M | Buy |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $1.96M | Buy |
|