KA
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Klingman & Associates’s American Express AXP Stock Holding History

Klingman & Associates’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$550K Buy
1,724
+893
+107% +$285K 0.03% 161
2025
Q1 		$224K Buy
831
+148
+22% +$39.8K 0.01% 249
2024
Q4 		$203K Buy
+683
New +$203K 0.01% 251