KWB Wealth’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 | $2.66M | Sell |
9,883
-158
| -2% | -$42.5K | 0.32% | 52 |
|
|
2025
Q1 | $2.98M | Buy |
10,041
+10
| +0.1% | +$2.97K | 0.36% | 43 |
|
|
2024
Q4 | $2.72M | Buy |
10,031
+1,403
| +16% | +$381K | 0.34% | 38 |
|
|
2024
Q3 | $2M | Sell |
8,628
-1,117
| -11% | -$259K | 0.26% | 44 |
|
|
2024
Q2 | $2.22M | Sell |
9,745
-93
| -0.9% | -$21.2K | 0.31% | 39 |
|
|
2024
Q1 | $2.24M | Sell |
9,838
-1,054
| -10% | -$240K | 0.3% | 39 |
|
|
2023
Q4 | $2.04M | Buy |
10,892
+180
| +2% | +$33.7K | 0.29% | 39 |
|
|
2023
Q3 | $1.87M | Hold |
10,712
| – | – | 0.3% | 37 |
|
|
2023
Q2 | $1.87M | Buy |
10,712
+315
| +3% | +$54.9K | 0.3% | 38 |
|
|
2023
Q1 | $1.54M | Buy |
10,397
+2,411
| +30% | +$356K | 0.28% | 39 |
|
|
2022
Q4 | $1.18M | Sell |
7,986
-666
| -8% | -$98.4K | 0.22% | 43 |
|
|
2022
Q3 | $1.17M | Buy |
8,652
+162
| +2% | +$21.9K | 0.23% | 43 |
|
|
2022
Q2 | $1.18M | Buy |
8,490
+417
| +5% | +$57.8K | 0.23% | 44 |
|
|
2022
Q1 | $1.32M | Hold |
8,073
| – | – | 0.22% | 38 |
|
|
2021
Q4 | $1.32M | Buy |
8,073
+11
| +0.1% | +$1.8K | 0.22% | 38 |
|
|
2021
Q3 | $1.35M | Buy |
8,062
+297
| +4% | +$49.8K | 0.24% | 35 |
|
|
2021
Q2 | $1.1M | Hold |
7,765
| – | – | 0.21% | 39 |
|
|
2021
Q1 | $1.1M | Buy |
7,765
+721
| +10% | +$102K | 0.21% | 39 |
|
|
2020
Q4 | $852K | Buy |
+7,044
| New | +$852K | 0.18% | 42 |
|