KFA Private Wealth Group’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
Q3 | $528K | Hold |
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|
2025
Q2 | $507K | Hold |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $252K | Buy |
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