Key Financial Inc’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 | $390K | Hold |
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|
2025
Q1 | $329K | Hold |
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|
2024
Q4 | $363K | Hold |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $181K | Sell |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $200K | Buy |
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|
2022
Q4 | $143K | Hold |
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|
2022
Q3 | $143K | Buy |
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|
2022
Q2 | $146K | Hold |
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|
2022
Q1 | $194K | Hold |
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|
2021
Q4 | $170K | Hold |
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|
2021
Q3 | $174K | Buy |
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|
2021
Q2 | $174K | Hold |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $124K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $92K | Buy |
|