KLCM 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 | $433K | Hold |
1,358
| – | – | 0.05% | 119 |
|
|
2025
Q1 | $365K | Hold |
1,358
| – | – | 0.04% | 127 |
|
|
2024
Q4 | $403K | Sell |
1,358
-70
| -5% | -$20.8K | 0.05% | 118 |
|
|
2024
Q3 | $387K | Hold |
1,428
| – | – | 0.05% | 120 |
|
|
2024
Q2 | $331K | Hold |
1,428
| – | – | 0.04% | 121 |
|
|
2024
Q1 | $325K | Buy |
1,428
+70
| +5% | +$15.9K | 0.04% | 123 |
|
|
2023
Q4 | $254K | Buy |
+1,358
| New | +$254K | 0.04% | 125 |
|
|
2023
Q3 | – | Sell |
-1,293
| Closed | -$225K | – | 140 |
|
|
2023
Q2 | $225K | Buy |
+1,293
| New | +$225K | 0.04% | 118 |
|
|
2021
Q3 | – | Sell |
-1,395
| Closed | -$230K | – | 119 |
|
|
2021
Q2 | $230K | Sell |
1,395
-72,662
| -98% | -$12M | 0.05% | 97 |
|
|
2021
Q1 | $10.5M | Sell |
74,057
-3,777
| -5% | -$534K | 2.38% | 19 |
|
|
2020
Q4 | $9.41M | Sell |
77,834
-2,594
| -3% | -$314K | 2.34% | 21 |
|
|
2020
Q3 | $8.06M | Sell |
80,428
-5,480
| -6% | -$549K | 2.35% | 20 |
|
|
2020
Q2 | $8.18M | Buy |
+85,908
| New | +$8.18M | 2.33% | 19 |
|