Kolinsky Wealth Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$486K	Buy	1,637 +25	+2%	+$7.18K	0.3%	65
2024 Q3	$437K	Sell	1,612 -1	-0.1%	-$249	0.28%	74
2024 Q2	$373K	Buy	1,613 +37	+2%	+$8.57K	0.27%	83
2024 Q1	$359K	Sell	1,576 -283	-15%	-$58.7K	0.27%	88
2023 Q4	$348K	Buy	1,859 +171	+10%	+$27.5K	0.31%	80
2023 Q3	$252K	Buy	1,688 +83	+5%	+$13.6K	0.25%	97
2023 Q2	$276K	Sell	1,605 -24	-1%	-$3.87K	0.26%	95
2023 Q1	$269K	Sell	1,629 -70	-4%	-$11.6K	0.29%	91
2022 Q4	$251K	Sell	1,699 -22	-1%	-$3.26K	0.29%	99
2022 Q3	$232K	Buy	1,721 +91	+6%	+$13.8K	0.29%	94
2022 Q2	$226K	Buy	1,630 +21	+1%	+$3.47K	0.27%	105
2022 Q1	$301K	Buy	1,609 +164	+11%	+$29.6K	0.3%	81
2021 Q4	$236K	Buy	+1,445	New	+$246K	0.22%	121