Kiwi Wealth Investments Limited Partnership’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,978
| Closed | -$2.61M | – | 61 |
|
|
2023
Q2 | $2.61M | Hold |
14,978
| – | – | 0.16% | 109 |
|
|
2023
Q1 | $2.47M | Hold |
14,978
| – | – | 0.16% | 120 |
|
|
2022
Q4 | $2.21M | Buy |
14,978
+9,120
| +156% | +$1.35M | 0.15% | 135 |
|
|
2022
Q3 | $812K | Hold |
5,858
| – | – | 0.06% | 179 |
|
|
2022
Q2 | $812K | Buy |
+5,858
| New | +$812K | 0.06% | 179 |
|
|
2020
Q1 | – | Sell |
-43,691
| Closed | -$5.44M | – | 169 |
|
|
2019
Q4 | $5.44M | Buy |
43,691
+37,586
| +616% | +$4.68M | 0.4% | 70 |
|
|
2019
Q3 | $722K | Buy |
+6,105
| New | +$722K | 0.06% | 175 |
|
|
2015
Q1 | – | Sell |
-71,781
| Closed | -$6.68M | – | 73 |
|
|
2014
Q4 | $6.68M | Sell |
71,781
-167,679
| -70% | -$15.6M | 0.67% | 54 |
|
|
2014
Q3 | $21M | Buy |
+239,460
| New | +$21M | 1.96% | 15 |
|
|
2013
Q3 | – | Sell |
-158,543
| Closed | -$11.9M | – | 41 |
|
|
2013
Q2 | $11.9M | Buy |
+158,543
| New | +$11.9M | 2.13% | 27 |
|