Kozak & Associates’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 | $774K | Buy |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $515K | Sell |
|
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|
2024
Q2 | $446K | Sell |
|
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|
2024
Q1 | $657K | Buy |
|
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|
2023
Q4 | $490K | Buy |
|
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $442K | Buy |
|
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $366K | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $450K | Hold |
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|
2021
Q4 | $450K | Buy |
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|
2021
Q3 | $485K | Buy |
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|
2020
Q4 | $331K | Buy |
|