Kolinsky Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $486K | Buy |
1,637
+25
| +2% | +$7.42K | 0.3% | 65 |
|
|
2024
Q3 | $437K | Sell |
1,612
-1
| -0.1% | -$271 | 0.28% | 74 |
|
|
2024
Q2 | $373K | Buy |
1,613
+37
| +2% | +$8.57K | 0.27% | 83 |
|
|
2024
Q1 | $359K | Sell |
1,576
-283
| -15% | -$64.4K | 0.27% | 88 |
|
|
2023
Q4 | $348K | Buy |
1,859
+171
| +10% | +$32K | 0.31% | 80 |
|
|
2023
Q3 | $252K | Buy |
1,688
+83
| +5% | +$12.4K | 0.25% | 97 |
|
|
2023
Q2 | $276K | Sell |
1,605
-24
| -1% | -$4.13K | 0.26% | 95 |
|
|
2023
Q1 | $269K | Sell |
1,629
-70
| -4% | -$11.6K | 0.29% | 91 |
|
|
2022
Q4 | $251K | Sell |
1,699
-22
| -1% | -$3.25K | 0.29% | 99 |
|
|
2022
Q3 | $232K | Buy |
1,721
+91
| +6% | +$12.3K | 0.29% | 94 |
|
|
2022
Q2 | $226K | Buy |
1,630
+21
| +1% | +$2.91K | 0.27% | 105 |
|
|
2022
Q1 | $301K | Buy |
1,609
+164
| +11% | +$30.7K | 0.3% | 81 |
|
|
2021
Q4 | $236K | Buy |
+1,445
| New | +$236K | 0.22% | 121 |
|