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 |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $373K | Buy |
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|
2024
Q1 | $359K | Sell |
|
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|
2023
Q4 | $348K | Buy |
|
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|
2023
Q3 | $252K | Buy |
|
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $236K | Buy |
|