KWB Wealth’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
Q3 | $3.14M | Sell |
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|
2025
Q2 | $2.66M | Sell |
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|
2025
Q1 | $2.98M | Buy |
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|
2024
Q4 | $2.72M | Buy |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $2.22M | Sell |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | $1.87M | Hold |
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|
2023
Q2 | $1.87M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.32M | Hold |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.1M | Hold |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $852K | Buy |
|