Key Financial Inc’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 | $390K | Hold |
1,222
| – | – | 0.08% | 196 |
|
|
2025
Q1 | $329K | Hold |
1,222
| – | – | 0.07% | 203 |
|
|
2024
Q4 | $363K | Hold |
1,222
| – | – | 0.08% | 181 |
|
|
2024
Q3 | $331K | Buy |
1,222
+9
| +0.7% | +$2.44K | 0.07% | 195 |
|
|
2024
Q2 | $281K | Hold |
1,213
| – | – | 0.07% | 202 |
|
|
2024
Q1 | $276K | Hold |
1,213
| – | – | 0.07% | 196 |
|
|
2023
Q4 | $227K | Hold |
1,213
| – | – | 0.06% | 206 |
|
|
2023
Q3 | $181K | Sell |
1,213
-67
| -5% | -$10K | 0.06% | 216 |
|
|
2023
Q2 | $223K | Buy |
1,280
+67
| +6% | +$11.7K | 0.07% | 195 |
|
|
2023
Q1 | $200K | Buy |
1,213
+150
| +14% | +$24.7K | 0.07% | 197 |
|
|
2022
Q4 | $143K | Hold |
1,063
| – | – | 0.07% | 203 |
|
|
2022
Q3 | $143K | Buy |
1,063
+23
| +2% | +$3.09K | 0.07% | 205 |
|
|
2022
Q2 | $146K | Hold |
1,040
| – | – | 0.08% | 192 |
|
|
2022
Q1 | $194K | Hold |
1,040
| – | – | 0.1% | 168 |
|
|
2021
Q4 | $170K | Hold |
1,040
| – | – | 0.09% | 164 |
|
|
2021
Q3 | $174K | Buy |
1,040
+17
| +2% | +$2.84K | 0.1% | 159 |
|
|
2021
Q2 | $174K | Hold |
1,023
| – | – | 0.1% | 167 |
|
|
2021
Q1 | $145K | Hold |
1,023
| – | – | 0.1% | 164 |
|
|
2020
Q4 | $124K | Buy |
+1,023
| New | +$124K | 0.09% | 164 |
|
|
2020
Q2 | – | Sell |
-1,023
| Closed | -$92K | – | 133 |
|
|
2020
Q1 | $92K | Buy |
+1,023
| New | +$92K | 0.09% | 167 |
|