KOC
Koss-Olinger Consulting’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
1,500
-3
| -0.2% | -$957 | 0.04% | 211 |
|
|
2025
Q1 | $404K | Buy |
+1,503
| New | +$404K | 0.03% | 227 |
|
|
2024
Q4 | – | Sell |
-1,430
| Closed | -$388K | – | 195 |
|
|
2024
Q3 | $388K | Buy |
1,430
+16
| +1% | +$4.34K | 0.03% | 192 |
|
|
2024
Q2 | $327K | Buy |
+1,414
| New | +$327K | 0.03% | 204 |
|
|
2022
Q1 | – | Sell |
-1,319
| Closed | -$216K | – | 209 |
|
|
2021
Q4 | $216K | Buy |
1,319
+17
| +1% | +$2.78K | 0.03% | 177 |
|
|
2021
Q3 | $218K | Hold |
1,302
| – | – | 0.04% | 201 |
|
|
2021
Q2 | $215K | Buy |
+1,302
| New | +$215K | 0.03% | 216 |
|