Kathleen S. Wright Associates Inc.
- SEC CIK
- 0001908433
- Latest filing
- Oct 10, 2025
AXP holding history
American Express Co in every 13F filed by Kathleen S. Wright Associates Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AXP overviewAll 13F holders of AXPFull Q3 2025 holdings
- Shares (Q3 2025)
- 20,083
- Value
- $6.58M
- % of portfolio
- 2.4%
- Quarters held
- 16
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 20,083 | $6.58M | 2.4% | −344−1.7% | Reduced | Holders |
| Q2 2025 | 20,427 | $6.39M | 2.5% | 00.0% | Unchanged | Holders |
| Q1 2025 | 20,427 | $5.53M | 2.3% | 00.0% | Unchanged | Holders |
| Q4 2024 | 20,427 | $6.22M | 2.6% | 00.0% | Unchanged | Holders |
| Q3 2024 | 20,427 | $5.53M | 2.3% | 00.0% | Unchanged | Holders |
| Q2 2024 | 20,427 | $4.88M | 2.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 20,427 | $4.55M | 2.1% | +200+1.0% | Added | Holders |
| Q4 2023 | 20,227 | $3.72M | 1.9% | −1,000−4.7% | Reduced | Holders |
| Q3 2023 | 21,227 | $3.13M | 1.7% | +11,928+128.3% | Added | Holders |
| Q2 2023 | 9,299 | $1.62M | 1.0% | −5,900−38.8% | Reduced | Holders |
| Q1 2023 | 15,199 | $2.51M | 1.6% | −6,028−28.4% | Reduced | Holders |
| Q4 2022 | 21,227 | $3.14M | 2.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 21,227 | $2.86M | 2.3% | 00.0% | Unchanged | Holders |
| Q2 2022 | 21,227 | $2.94M | 2.5% | +30.0% | Added | Holders |
| Q1 2022 | 21,224 | $3.97M | 2.9% | +20.0% | Added | Holders |
| Q4 2021 | 21,222 | $3.47M | 2.6% | – | No prior filing | Holders |