KWM
Kingsview Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Buy |
24,417
+226
| +0.9% | +$72.1K | 0.13% | 167 |
|
|
2025
Q1 | $6.51M | Buy |
24,191
+1,379
| +6% | +$371K | 0.12% | 174 |
|
|
2024
Q4 | $6.77M | Buy |
22,812
+553
| +2% | +$164K | 0.13% | 164 |
|
|
2024
Q3 | $6.04M | Buy |
22,259
+1,763
| +9% | +$478K | 0.13% | 169 |
|
|
2024
Q2 | $4.75M | Buy |
20,496
+1,318
| +7% | +$305K | 0.11% | 191 |
|
|
2024
Q1 | $4.37M | Buy |
19,178
+107
| +0.6% | +$24.4K | 0.11% | 187 |
|
|
2023
Q4 | $3.57M | Sell |
19,071
-639
| -3% | -$120K | 0.11% | 184 |
|
|
2023
Q3 | $2.94M | Sell |
19,710
-5,204
| -21% | -$776K | 0.11% | 210 |
|
|
2023
Q2 | $4.34M | Buy |
24,914
+6,587
| +36% | +$1.15M | 0.17% | 130 |
|
|
2023
Q1 | $3.02M | Sell |
18,327
-746
| -4% | -$123K | 0.13% | 178 |
|
|
2022
Q4 | $2.82M | Buy |
19,073
+30
| +0.2% | +$4.43K | 0.12% | 194 |
|
|
2022
Q3 | $2.57M | Buy |
19,043
+844
| +5% | +$114K | 0.12% | 191 |
|
|
2022
Q2 | $2.52M | Buy |
18,199
+82
| +0.5% | +$11.4K | 0.12% | 189 |
|
|
2022
Q1 | $3.39M | Buy |
18,117
+5,822
| +47% | +$1.09M | 0.15% | 153 |
|
|
2021
Q4 | $2.01M | Sell |
12,295
-1,380
| -10% | -$226K | 0.08% | 241 |
|
|
2021
Q3 | $2.29M | Buy |
13,675
+8,011
| +141% | +$1.34M | 0.11% | 201 |
|
|
2021
Q2 | $946K | Buy |
5,664
+493
| +10% | +$82.3K | 0.05% | 393 |
|
|
2021
Q1 | $748K | Sell |
5,171
-109
| -2% | -$15.8K | 0.04% | 415 |
|
|
2020
Q4 | $638K | Sell |
5,280
-839
| -14% | -$101K | 0.05% | 384 |
|
|
2020
Q3 | $613K | Buy |
6,119
+434
| +8% | +$43.5K | 0.05% | 319 |
|
|
2020
Q2 | $541K | Buy |
5,685
+192
| +3% | +$18.3K | 0.05% | 321 |
|
|
2020
Q1 | $470K | Buy |
5,493
+187
| +4% | +$16K | 0.06% | 275 |
|
|
2019
Q4 | $661K | Sell |
5,306
-1,874
| -26% | -$233K | 0.08% | 241 |
|
|
2019
Q3 | $849K | Buy |
7,180
+261
| +4% | +$30.9K | 0.13% | 176 |
|
|
2019
Q2 | $854K | Sell |
6,919
-69
| -1% | -$8.52K | 0.14% | 171 |
|
|
2019
Q1 | $764K | Buy |
6,988
+305
| +5% | +$33.3K | 0.12% | 210 |
|
|
2018
Q4 | $637K | Buy |
6,683
+1,994
| +43% | +$190K | 0.14% | 184 |
|
|
2018
Q3 | $499K | Buy |
+4,689
| New | +$499K | 0.1% | 225 |
|
|
2018
Q2 | – | Sell |
-7,550
| Closed | -$704K | – | 322 |
|
|
2018
Q1 | $704K | Hold |
7,550
| – | – | 0.18% | 155 |
|
|
2017
Q4 | $750K | Hold |
7,550
| – | – | 0.27% | 113 |
|
|
2017
Q3 | $683K | Sell |
7,550
-50
| -0.7% | -$4.52K | 0.3% | 104 |
|
|
2017
Q2 | $640K | Sell |
7,600
-700
| -8% | -$58.9K | 0.33% | 100 |
|
|
2017
Q1 | $657K | Buy |
+8,300
| New | +$657K | 0.39% | 88 |
|