KPCM
Kings Point Capital Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $21.2M | Sell |
113,627
-237
| -0.2% | -$44.3K | 1.85% | 9 |
|
|
2021
Q4 | $18.6M | Buy |
113,864
+1,735
| +2% | +$284K | 1.52% | 18 |
|
|
2021
Q3 | $18.8M | Buy |
112,129
+1,898
| +2% | +$318K | 1.67% | 15 |
|
|
2021
Q2 | $18.2M | Sell |
110,231
-1,041
| -0.9% | -$172K | 1.65% | 14 |
|
|
2021
Q1 | $15.7M | Buy |
111,272
+1,598
| +1% | +$226K | 1.55% | 15 |
|
|
2020
Q4 | $13.3M | Buy |
109,674
+922
| +0.8% | +$111K | 1.41% | 18 |
|
|
2020
Q3 | $10.9M | Buy |
108,752
+7,452
| +7% | +$747K | 1.36% | 20 |
|
|
2020
Q2 | $9.64M | Buy |
101,300
+3,573
| +4% | +$340K | 1.4% | 21 |
|
|
2020
Q1 | $8.37M | Buy |
97,727
+8,910
| +10% | +$763K | 1.47% | 20 |
|
|
2019
Q4 | $11.1M | Buy |
88,817
+4,170
| +5% | +$519K | 1.63% | 16 |
|
|
2019
Q3 | $10M | Sell |
84,647
-7,393
| -8% | -$874K | 1.69% | 16 |
|
|
2019
Q2 | $11.4M | Buy |
92,040
+86
| +0.1% | +$10.6K | 2.07% | 12 |
|
|
2019
Q1 | $10.1M | Sell |
91,954
-1,436
| -2% | -$157K | 2% | 14 |
|
|
2018
Q4 | $8.9M | Sell |
93,390
-3,335
| -3% | -$318K | 1.99% | 15 |
|
|
2018
Q3 | $10.3M | Sell |
96,725
-2,984
| -3% | -$318K | 1.92% | 13 |
|
|
2018
Q2 | $9.77M | Sell |
99,709
-1,128
| -1% | -$111K | 1.93% | 12 |
|
|
2018
Q1 | $9.41M | Buy |
100,837
+3,460
| +4% | +$323K | 1.9% | 11 |
|
|
2017
Q4 | $9.67M | Buy |
97,377
+141
| +0.1% | +$14K | 2.03% | 10 |
|
|
2017
Q3 | $8.8M | Sell |
97,236
-1,274
| -1% | -$115K | 1.96% | 9 |
|
|
2017
Q2 | $8.3M | Sell |
98,510
-1,936
| -2% | -$163K | 1.93% | 13 |
|
|
2017
Q1 | $7.95M | Sell |
100,446
-944
| -0.9% | -$74.7K | 1.86% | 16 |
|
|
2016
Q4 | $7.51M | Buy |
101,390
+101,113
| +36,503% | +$7.49M | 1.85% | 18 |
|
|
2016
Q3 | $18K | Hold |
277
| – | – | ﹤0.01% | 260 |
|
|
2016
Q2 | $17K | Sell |
277
-100
| -27% | -$6.14K | ﹤0.01% | 264 |
|
|
2016
Q1 | $23K | Buy |
377
+24
| +7% | +$1.46K | 0.01% | 249 |
|
|
2015
Q4 | $25K | Hold |
353
| – | – | 0.01% | 275 |
|
|
2015
Q3 | $26K | Buy |
353
+65
| +23% | +$4.79K | 0.01% | 282 |
|
|
2015
Q2 | $22K | Hold |
288
| – | – | 0.01% | 293 |
|
|
2015
Q1 | $22K | Buy |
288
+35
| +14% | +$2.67K | 0.01% | 294 |
|
|
2014
Q4 | $24K | Hold |
253
| – | – | 0.01% | 270 |
|
|
2014
Q3 | $22K | Hold |
253
| – | – | 0.01% | 239 |
|
|
2014
Q2 | $24K | Buy |
+253
| New | +$24K | 0.01% | 233 |
|