KWAG
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Kiely Wealth Advisory Group’s American Express AXP Stock Holding History

Kiely Wealth Advisory Group’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$186K Hold
600
– – 0.12% 65
2024
Q3 		$174K Hold
600
– – 0.11% 65
2024
Q2 		$140K Hold
600
– – 0.08% 62
2024
Q1 		$142K Hold
600
– – 0.08% 55
2023
Q4 		$123K Buy
+600
New +$123K 0.07% 63