Kiely Wealth Advisory 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
2024
Q4
$186K Hold
2024
Q3
$174K Hold
2024
Q2
$140K Hold
2024
Q1
$142K Hold
2023
Q4
$123K Buy