KG&L Capital Management’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 | $470K | Sell |
1,473
-3,486
| -70% | -$1.11M | 0.14% | 122 |
|
|
2025
Q1 | $1.33M | Buy |
4,959
+3,947
| +390% | +$1.06M | 0.43% | 52 |
|
|
2024
Q4 | $300K | Sell |
1,012
-21
| -2% | -$6.23K | 0.1% | 157 |
|
|
2024
Q3 | $280K | Sell |
1,033
-207
| -17% | -$56.1K | 0.09% | 166 |
|
|
2024
Q2 | $287K | Buy |
+1,240
| New | +$287K | 0.1% | 163 |
|
|
2024
Q1 | – | Sell |
-1,265
| Closed | -$237K | – | 174 |
|
|
2023
Q4 | $237K | Sell |
1,265
-799
| -39% | -$150K | 0.1% | 156 |
|
|
2023
Q3 | $308K | Buy |
2,064
+671
| +48% | +$100K | 0.15% | 118 |
|
|
2023
Q2 | $243K | Buy |
+1,393
| New | +$243K | 0.12% | 134 |
|
|
2022
Q1 | – | Sell |
-3,488
| Closed | -$571K | – | 144 |
|
|
2021
Q4 | $571K | Buy |
3,488
+940
| +37% | +$154K | 0.23% | 87 |
|
|
2021
Q3 | $427K | Buy |
2,548
+948
| +59% | +$159K | 0.19% | 96 |
|
|
2021
Q2 | $264K | Sell |
1,600
-1,054
| -40% | -$174K | 0.12% | 124 |
|
|
2021
Q1 | $375K | Sell |
2,654
-45
| -2% | -$6.36K | 0.19% | 91 |
|
|
2020
Q4 | $326K | Buy |
2,699
+11
| +0.4% | +$1.33K | 0.18% | 100 |
|
|
2020
Q3 | $269K | Buy |
2,688
+150
| +6% | +$15K | 0.17% | 96 |
|
|
2020
Q2 | $241K | Buy |
2,538
+185
| +8% | +$17.6K | 0.19% | 83 |
|
|
2020
Q1 | $201K | Buy |
+2,353
| New | +$201K | 0.2% | 83 |
|