Kovack Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
3,590
+122
| +4% | +$38.9K | 0.11% | 177 |
|
|
2025
Q1 | $933K | Buy |
3,468
+109
| +3% | +$29.3K | 0.1% | 185 |
|
|
2024
Q4 | $997K | Buy |
3,359
+38
| +1% | +$11.3K | 0.1% | 170 |
|
|
2024
Q3 | $901K | Buy |
3,321
+57
| +2% | +$15.5K | 0.1% | 175 |
|
|
2024
Q2 | $756K | Sell |
3,264
-87
| -3% | -$20.1K | 0.08% | 217 |
|
|
2024
Q1 | $763K | Buy |
3,351
+270
| +9% | +$61.5K | 0.09% | 182 |
|
|
2023
Q4 | $577K | Buy |
3,081
+40
| +1% | +$7.49K | 0.07% | 271 |
|
|
2023
Q3 | $454K | Sell |
3,041
-423
| -12% | -$63.1K | 0.06% | 277 |
|
|
2023
Q2 | $604K | Sell |
3,464
-115
| -3% | -$20K | 0.08% | 251 |
|
|
2023
Q1 | $590K | Sell |
3,579
-84
| -2% | -$13.9K | 0.08% | 256 |
|
|
2022
Q4 | $541K | Sell |
3,663
-447
| -11% | -$66K | 0.08% | 267 |
|
|
2022
Q3 | $554K | Sell |
4,110
-176
| -4% | -$23.7K | 0.08% | 261 |
|
|
2022
Q2 | $594K | Sell |
4,286
-192
| -4% | -$26.6K | 0.08% | 271 |
|
|
2022
Q1 | $837K | Buy |
4,478
+304
| +7% | +$56.8K | 0.09% | 256 |
|
|
2021
Q4 | $683K | Buy |
4,174
+350
| +9% | +$57.3K | 0.07% | 309 |
|
|
2021
Q3 | $641K | Sell |
3,824
-279
| -7% | -$46.8K | 0.07% | 313 |
|
|
2021
Q2 | $678K | Buy |
4,103
+283
| +7% | +$46.8K | 0.08% | 279 |
|
|
2021
Q1 | $540K | Buy |
3,820
+126
| +3% | +$17.8K | 0.07% | 295 |
|
|
2020
Q4 | $447K | Sell |
3,694
-158
| -4% | -$19.1K | 0.06% | 304 |
|
|
2020
Q3 | $386K | Sell |
3,852
-58
| -1% | -$5.81K | 0.07% | 280 |
|
|
2020
Q2 | $372K | Buy |
3,910
+453
| +13% | +$43.1K | 0.07% | 272 |
|
|
2020
Q1 | $296K | Sell |
3,457
-222
| -6% | -$19K | 0.07% | 291 |
|
|
2019
Q4 | $457K | Sell |
3,679
-124
| -3% | -$15.4K | 0.08% | 262 |
|
|
2019
Q3 | $450K | Buy |
3,803
+415
| +12% | +$49.1K | 0.09% | 250 |
|
|
2019
Q2 | $418K | Buy |
3,388
+70
| +2% | +$8.64K | 0.1% | 241 |
|
|
2019
Q1 | $363K | Buy |
3,318
+633
| +24% | +$69.3K | 0.09% | 252 |
|
|
2018
Q4 | $256K | Buy |
2,685
+154
| +6% | +$14.7K | 0.07% | 298 |
|
|
2018
Q3 | $270K | Buy |
+2,531
| New | +$270K | 0.07% | 316 |
|
|
2018
Q2 | – | Sell |
-2,960
| Closed | -$276K | – | 418 |
|
|
2018
Q1 | $276K | Sell |
2,960
-1,736
| -37% | -$162K | 0.07% | 333 |
|
|
2017
Q4 | $387K | Buy |
4,696
+1,434
| +44% | +$118K | 0.1% | 240 |
|
|
2017
Q3 | $295K | Sell |
3,262
-632
| -16% | -$57.2K | 0.1% | 250 |
|
|
2017
Q2 | $328K | Buy |
+3,894
| New | +$328K | 0.1% | 224 |
|
|
2016
Q2 | – | Sell |
-4,056
| Closed | -$249K | – | 253 |
|
|
2016
Q1 | $249K | Sell |
4,056
-270
| -6% | -$16.6K | 0.16% | 168 |
|
|
2015
Q4 | $301K | Sell |
4,326
-3,764
| -47% | -$262K | 0.2% | 138 |
|
|
2015
Q3 | $600K | Buy |
8,090
+4,856
| +150% | +$360K | 0.42% | 61 |
|
|
2015
Q2 | $251K | Buy |
+3,234
| New | +$251K | 0.18% | 154 |
|