KPWG
KFA Private Wealth Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Hold |
1,589
| – | – | 0.16% | 71 |
|
|
2025
Q1 | $428K | Buy |
1,589
+5
| +0.3% | +$1.35K | 0.15% | 69 |
|
|
2024
Q4 | $470K | Buy |
1,584
+51
| +3% | +$15.1K | 0.2% | 50 |
|
|
2024
Q3 | $416K | Hold |
1,533
| – | – | 0.2% | 48 |
|
|
2024
Q2 | $355K | Buy |
1,533
+33
| +2% | +$7.64K | 0.18% | 56 |
|
|
2024
Q1 | $342K | Sell |
1,500
-12
| -0.8% | -$2.73K | 0.11% | 78 |
|
|
2023
Q4 | $283K | Hold |
1,512
| – | – | 0.1% | 73 |
|
|
2023
Q3 | $226K | Sell |
1,512
-5
| -0.3% | -$746 | 0.09% | 73 |
|
|
2023
Q2 | $264K | Sell |
1,517
-10
| -0.7% | -$1.74K | 0.11% | 67 |
|
|
2023
Q1 | $252K | Buy |
+1,527
| New | +$252K | 0.11% | 70 |
|