Kingsview Wealth Management’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
Q2 | $7.79M | Buy |
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|
2025
Q1 | $6.51M | Buy |
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|
2024
Q4 | $6.77M | Buy |
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|
2024
Q3 | $6.04M | Buy |
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|
2024
Q2 | $4.75M | Buy |
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|
2024
Q1 | $4.37M | Buy |
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|
2023
Q4 | $3.57M | Sell |
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|
2023
Q3 | $2.94M | Sell |
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|
2023
Q2 | $4.34M | Buy |
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|
2023
Q1 | $3.02M | Sell |
|
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|
2022
Q4 | $2.82M | Buy |
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|
2022
Q3 | $2.57M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $3.39M | Buy |
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|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $2.29M | Buy |
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|
2021
Q2 | $946K | Buy |
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|
2021
Q1 | $748K | Sell |
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|
2020
Q4 | $638K | Sell |
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|
2020
Q3 | $613K | Buy |
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|
2020
Q2 | $541K | Buy |
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|
2020
Q1 | $470K | Buy |
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|
2019
Q4 | $661K | Sell |
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|
2019
Q3 | $849K | Buy |
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|
2019
Q2 | $854K | Sell |
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|
2019
Q1 | $764K | Buy |
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|
2018
Q4 | $637K | Buy |
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|
2018
Q3 | $499K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $704K | Hold |
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|
2017
Q4 | $750K | Hold |
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|
2017
Q3 | $683K | Sell |
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|
2017
Q2 | $640K | Sell |
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|
2017
Q1 | $657K | Buy |
|