KFP
KMG Fiduciary Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
31,353
+186
| +0.6% | +$59.3K | 0.74% | 35 |
|
|
2025
Q1 | $8.39M | Sell |
31,167
-960
| -3% | -$258K | 0.7% | 39 |
|
|
2024
Q4 | $9.54M | Sell |
32,127
-621
| -2% | -$184K | 0.79% | 28 |
|
|
2024
Q3 | $8.88M | Sell |
32,748
-281
| -0.9% | -$76.2K | 0.77% | 31 |
|
|
2024
Q2 | $7.65M | Sell |
33,029
-1,134
| -3% | -$263K | 0.75% | 32 |
|
|
2024
Q1 | $7.78M | Buy |
34,163
+10,368
| +44% | +$2.36M | 0.81% | 33 |
|
|
2023
Q4 | $4.46M | Buy |
23,795
+47
| +0.2% | +$8.81K | 0.52% | 50 |
|
|
2023
Q3 | $3.54M | Sell |
23,748
-733
| -3% | -$109K | 0.47% | 56 |
|
|
2023
Q2 | $4.26M | Sell |
24,481
-2,202
| -8% | -$384K | 0.55% | 50 |
|
|
2023
Q1 | $4.4M | Sell |
26,683
-5,245
| -16% | -$865K | 0.63% | 46 |
|
|
2022
Q4 | $4.72M | Sell |
31,928
-688
| -2% | -$102K | 0.77% | 37 |
|
|
2022
Q3 | $4.4M | Sell |
32,616
-10,674
| -25% | -$1.44M | 0.85% | 36 |
|
|
2022
Q2 | $6M | Sell |
43,290
-1,924
| -4% | -$267K | 1.12% | 21 |
|
|
2022
Q1 | $8.46M | Sell |
45,214
-416
| -0.9% | -$77.8K | 1.35% | 15 |
|
|
2021
Q4 | $7.47M | Sell |
45,630
-3,255
| -7% | -$533K | 1.16% | 19 |
|
|
2021
Q3 | $8.19M | Sell |
48,885
-10,169
| -17% | -$1.7M | 1.39% | 14 |
|
|
2021
Q2 | $9.76M | Sell |
59,054
-183
| -0.3% | -$30.2K | 1.72% | 10 |
|
|
2021
Q1 | $8.38M | Buy |
59,237
+885
| +2% | +$125K | 1.63% | 12 |
|
|
2020
Q4 | $6.93M | Buy |
58,352
+2,243
| +4% | +$266K | 1.46% | 16 |
|
|
2020
Q3 | $5.63M | Buy |
56,109
+7,442
| +15% | +$746K | 1.4% | 20 |
|
|
2020
Q2 | $4.63M | Buy |
48,667
+862
| +2% | +$82.1K | 1.29% | 23 |
|
|
2020
Q1 | $4.09M | Sell |
47,805
-1,648
| -3% | -$141K | 1.33% | 25 |
|
|
2019
Q4 | $6.16M | Buy |
49,453
+807
| +2% | +$100K | 1.88% | 18 |
|
|
2019
Q3 | $5.75M | Buy |
48,646
+62
| +0.1% | +$7.33K | 1.95% | 20 |
|
|
2019
Q2 | $6M | Buy |
48,584
+842
| +2% | +$104K | 2.17% | 17 |
|
|
2019
Q1 | $5.22M | Buy |
47,742
+1,349
| +3% | +$147K | 1.98% | 18 |
|
|
2018
Q4 | $4.42M | Buy |
+46,393
| New | +$4.42M | 2.01% | 19 |
|