Kowal Investment Group’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$446K Buy
1,644
+227
+16% +$61.6K 0.08% 127
2024
Q2
$328K Buy
1,417
+164
+13% +$38K 0.07% 132
2024
Q1
$285K Buy
+1,253
New +$285K 0.06% 145
2021
Q4
Sell
-248
Closed -$42K 191
2021
Q3
$42K Buy
+248
New +$42K 0.01% 265