KPP Advisory Services’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 | $644K | Sell |
2,020
-6
| -0.3% | -$1.91K | 0.11% | 161 |
|
|
2025
Q1 | $545K | Buy |
2,026
+215
| +12% | +$57.8K | 0.1% | 164 |
|
|
2024
Q4 | $537K | Hold |
1,811
| – | – | 0.13% | 142 |
|
|
2024
Q3 | $491K | Buy |
1,811
+1
| +0.1% | +$271 | 0.12% | 146 |
|
|
2024
Q2 | $419K | Buy |
1,810
+4
| +0.2% | +$926 | 0.11% | 148 |
|
|
2024
Q1 | $411K | Hold |
1,806
| – | – | 0.11% | 146 |
|
|
2023
Q4 | $338K | Sell |
1,806
-15
| -0.8% | -$2.81K | 0.3% | 87 |
|
|
2023
Q3 | $272K | Buy |
+1,821
| New | +$272K | 0.09% | 166 |
|