Kovack Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
|
|||||
|
2025
Q1 | $933K | Buy |
|
|||||
|
2024
Q4 | $997K | Buy |
|
|||||
|
2024
Q3 | $901K | Buy |
|
|||||
|
2024
Q2 | $756K | Sell |
|
|||||
|
2024
Q1 | $763K | Buy |
|
|||||
|
2023
Q4 | $577K | Buy |
|
|||||
|
2023
Q3 | $454K | Sell |
|
|||||
|
2023
Q2 | $604K | Sell |
|
|||||
|
2023
Q1 | $590K | Sell |
|
|||||
|
2022
Q4 | $541K | Sell |
|
|||||
|
2022
Q3 | $554K | Sell |
|
|||||
|
2022
Q2 | $594K | Sell |
|
|||||
|
2022
Q1 | $837K | Buy |
|
|||||
|
2021
Q4 | $683K | Buy |
|
|||||
|
2021
Q3 | $641K | Sell |
|
|||||
|
2021
Q2 | $678K | Buy |
|
|||||
|
2021
Q1 | $540K | Buy |
|
|||||
|
2020
Q4 | $447K | Sell |
|
|||||
|
2020
Q3 | $386K | Sell |
|
|||||
|
2020
Q2 | $372K | Buy |
|
|||||
|
2020
Q1 | $296K | Sell |
|
|||||
|
2019
Q4 | $457K | Sell |
|
|||||
|
2019
Q3 | $450K | Buy |
|
|||||
|
2019
Q2 | $418K | Buy |
|
|||||
|
2019
Q1 | $363K | Buy |
|
|||||
|
2018
Q4 | $256K | Buy |
|
|||||
|
2018
Q3 | $270K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $276K | Sell |
|
|||||
|
2017
Q4 | $387K | Buy |
|
|||||
|
2017
Q3 | $295K | Sell |
|
|||||
|
2017
Q2 | $328K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $249K | Sell |
|
|||||
|
2015
Q4 | $301K | Sell |
|
|||||
|
2015
Q3 | $600K | Buy |
|
|||||
|
2015
Q2 | $251K | Buy |
|