First Personal Financial Services’s American Express AXP Stock Holding History

First Personal Financial Services’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$407K	Hold	1,500	–	–	0.09%	93
2024 Q2	$347K	Sell	1,500 -194	-11%	-$44.9K	0.08%	100
2024 Q1	$386K	Sell	1,694 -200	-11%	-$45.5K	0.09%	92
2023 Q4	$355K	Hold	1,894	–	–	0.09%	93
2023 Q3	$283K	Sell	1,894 -150	-7%	-$22.4K	0.07%	100
2023 Q2	$356K	Hold	2,044	–	–	0.09%	90
2023 Q1	$337K	Sell	2,044 -150	-7%	-$24.7K	0.09%	91
2022 Q4	$324K	Sell	2,194 -500	-19%	-$73.9K	0.09%	90
2022 Q3	$363K	Buy	2,694 +2,494	+1,247%	+$336K	0.11%	90
2022 Q2	$28K	Hold	200	–	–	0.01%	217
2022 Q1	$37K	Hold	200	–	–	0.01%	215
2021 Q4	$33K	Hold	200	–	–	0.01%	218
2021 Q3	$34K	Sell	200 -50	-20%	-$8.5K	0.01%	215
2021 Q2	$41K	Buy	250 +50	+25%	+$8.2K	0.01%	208
2021 Q1	$28K	Hold	200	–	–	0.01%	220
2020 Q4	$24K	Hold	200	–	–	0.01%	224
2020 Q3	$20K	Hold	200	–	–	0.01%	227
2020 Q2	$19K	Buy	200 +115	+135%	+$10.9K	0.01%	227
2020 Q1	$7K	Sell	85 -35	-29%	-$2.88K	﹤0.01%	256
2019 Q4	$15K	Hold	120	–	–	﹤0.01%	258
2019 Q3	$14K	Hold	120	–	–	﹤0.01%	347
2019 Q2	$15K	Sell	120 -30	-20%	-$3.75K	﹤0.01%	442
2019 Q1	$16K	Hold	150	–	–	﹤0.01%	430
2018 Q4	$14K	Buy	+150	New	+$14K	﹤0.01%	421
2018 Q2	–	Sell	-1,130	Closed	-$106K	–	677
2018 Q1	$106K	Sell	1,130 -1,836	-62%	-$172K	0.02%	293
2017 Q4	$295K	Buy	2,966 +130	+5%	+$12.9K	0.06%	197
2017 Q3	$257K	Sell	2,836 -317	-10%	-$28.7K	0.05%	197
2017 Q2	$266K	Sell	3,153 -1,002	-24%	-$84.5K	0.06%	192
2017 Q1	$329K	Buy	4,155 +403	+11%	+$31.9K	0.08%	152
2016 Q4	$278K	Buy	+3,752	New	+$278K	0.07%	159
2016 Q2	–	Sell	-98	Closed	-$6K	–	809
2016 Q1	$6K	Hold	98	–	–	﹤0.01%	279
2015 Q4	$7K	Sell	98 -52	-35%	-$3.71K	﹤0.01%	310
2015 Q3	$12K	Hold	150	–	–	0.01%	272
2015 Q2	$12K	Sell	150 -39	-21%	-$3.12K	0.01%	264
2015 Q1	$15K	Hold	189	–	–	0.01%	243
2014 Q4	$17K	Buy	+189	New	+$17K	0.01%	218