Kingswood Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
2,344
-203
| -8% | -$64.7K | 0.06% | 314 |
|
|
2025
Q1 | $686K | Sell |
2,547
-358
| -12% | -$96.4K | 0.06% | 325 |
|
|
2024
Q4 | $862K | Sell |
2,905
-773
| -21% | -$229K | 0.06% | 308 |
|
|
2024
Q3 | $997K | Buy |
3,678
+934
| +34% | +$253K | 0.07% | 292 |
|
|
2024
Q2 | $636K | Sell |
2,744
-1,129
| -29% | -$261K | 0.06% | 321 |
|
|
2024
Q1 | $882K | Buy |
3,873
+2,020
| +109% | +$460K | 0.1% | 226 |
|
|
2023
Q4 | $347K | Buy |
+1,853
| New | +$347K | 0.04% | 426 |
|