TKG Advisors’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 | $6.12M | Sell |
19,195
-488
| -2% | -$156K | 2.74% | 9 |
|
|
2025
Q1 | $5.3M | Buy |
19,683
+1,229
| +7% | +$331K | 2.61% | 9 |
|
|
2024
Q4 | $5.93M | Buy |
18,454
+557
| +3% | +$179K | 2.73% | 10 |
|
|
2024
Q3 | $4.85M | Buy |
17,897
+9,560
| +115% | +$2.59M | 2.4% | 11 |
|
|
2024
Q2 | $1.93M | Buy |
+8,337
| New | +$1.93M | 1.05% | 34 |
|
|
2022
Q4 | – | Sell |
-10,938
| Closed | -$1.48M | – | 86 |
|
|
2022
Q3 | $1.48M | Buy |
+10,938
| New | +$1.48M | 1.17% | 29 |
|