Keystone Financial Group (Kentucky)’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 | $662K | Buy |
2,076
+206
| +11% | +$65.7K | 0.06% | 198 |
|
|
2025
Q1 | $503K | Buy |
1,870
+17
| +0.9% | +$4.57K | 0.05% | 212 |
|
|
2024
Q4 | $550K | Buy |
1,853
+163
| +10% | +$48.4K | 0.05% | 197 |
|
|
2024
Q3 | $458K | Buy |
1,690
+182
| +12% | +$49.4K | 0.06% | 209 |
|
|
2024
Q2 | $349K | Sell |
1,508
-127
| -8% | -$29.4K | 0.13% | 111 |
|
|
2024
Q1 | $372K | Buy |
+1,635
| New | +$372K | 0.05% | 220 |
|
|
2020
Q1 | – | Sell |
-2,031
| Closed | -$253K | – | 207 |
|
|
2019
Q4 | $253K | Hold |
2,031
| – | – | 0.07% | 202 |
|
|
2019
Q3 | $240K | Hold |
2,031
| – | – | 0.07% | 202 |
|
|
2019
Q2 | $251K | Hold |
2,031
| – | – | 0.08% | 188 |
|
|
2019
Q1 | $222K | Buy |
+2,031
| New | +$222K | 0.08% | 199 |
|