M. Kulyk & Associates’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 | $12.5M | Sell |
39,034
-235
| -0.6% | -$75K | 2.7% | 9 |
|
|
2025
Q1 | $10.6M | Sell |
39,269
-2,196
| -5% | -$591K | 2.42% | 11 |
|
|
2024
Q4 | $12.3M | Sell |
41,465
-3,661
| -8% | -$1.09M | 2.66% | 10 |
|
|
2024
Q3 | $12.2M | Buy |
45,126
+302
| +0.7% | +$81.9K | 2.46% | 12 |
|
|
2024
Q2 | $10.4M | Buy |
44,824
+2,150
| +5% | +$498K | 2.41% | 12 |
|
|
2024
Q1 | $9.72M | Buy |
42,674
+24,504
| +135% | +$5.58M | 2.25% | 12 |
|
|
2023
Q4 | $3.4M | Sell |
18,170
-900
| -5% | -$169K | 0.79% | 44 |
|
|
2023
Q3 | $2.85M | Sell |
19,070
-236
| -1% | -$35.2K | 0.79% | 44 |
|
|
2023
Q2 | $3.36M | Sell |
19,306
-277
| -1% | -$48.3K | 0.94% | 41 |
|
|
2023
Q1 | $3.23M | Buy |
19,583
+36
| +0.2% | +$5.94K | 0.98% | 38 |
|
|
2022
Q4 | $2.89M | Hold |
19,547
| – | – | 0.96% | 39 |
|
|
2022
Q3 | $2.64M | Hold |
19,547
| – | – | 0.92% | 41 |
|
|
2022
Q2 | $2.71M | Sell |
19,547
-366
| -2% | -$50.7K | 0.84% | 37 |
|
|
2022
Q1 | $3.72M | Hold |
19,913
| – | – | 1.02% | 37 |
|
|
2021
Q4 | $3.26M | Buy |
+19,913
| New | +$3.26M | 0.84% | 40 |
|