First Personal Financial Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | 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% | -$41.5K | 0.09% | 92 |
|
|
2023
Q4 | $355K | Hold |
1,894
| – | – | 0.09% | 93 |
|
|
2023
Q3 | $283K | Sell |
1,894
-150
| -7% | -$24.5K | 0.07% | 100 |
|
|
2023
Q2 | $356K | Hold |
2,044
| – | – | 0.09% | 90 |
|
|
2023
Q1 | $337K | Sell |
2,044
-150
| -7% | -$24.9K | 0.09% | 91 |
|
|
2022
Q4 | $324K | Sell |
2,194
-500
| -19% | -$74.1K | 0.09% | 90 |
|
|
2022
Q3 | $363K | Buy |
2,694
+2,494
| +1,247% | +$378K | 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% | -$8.36K | 0.01% | 215 |
|
|
2021
Q2 | $41K | Buy |
250
+50
| +25% | +$7.83K | 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% | +$10.6K | 0.01% | 227 |
|
|
2020
Q1 | $7K | Sell |
85
-35
| -29% | -$4.07K | ﹤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% | -$3.52K | ﹤0.01% | 442 |
|
|
2019
Q1 | $16K | Hold |
150
| – | – | ﹤0.01% | 430 |
|
|
2018
Q4 | $14K | Buy |
+150
| New | +$15.7K | ﹤0.01% | 421 |
|
|
2018
Q2 | – | Sell |
-1,130
| Closed | -$106K | – | 674 |
|
|
2018
Q1 | $106K | Sell |
1,130
-1,836
| -62% | -$178K | 0.02% | 293 |
|
|
2017
Q4 | $295K | Buy |
2,966
+130
| +5% | +$12.4K | 0.06% | 197 |
|
|
2017
Q3 | $257K | Sell |
2,836
-317
| -10% | -$27.2K | 0.05% | 197 |
|
|
2017
Q2 | $266K | Sell |
3,153
-1,002
| -24% | -$79.3K | 0.06% | 192 |
|
|
2017
Q1 | $329K | Buy |
4,155
+403
| +11% | +$31.5K | 0.08% | 152 |
|
|
2016
Q4 | $278K | Buy |
+3,752
| New | +$260K | 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% | -$3.78K | ﹤0.01% | 310 |
|
|
2015
Q3 | $12K | Hold |
150
| – | – | 0.01% | 272 |
|
|
2015
Q2 | $12K | Sell |
150
-39
| -21% | -$3.09K | 0.01% | 264 |
|
|
2015
Q1 | $15K | Hold |
189
| – | – | 0.01% | 243 |
|
|
2014
Q4 | $17K | Buy |
+189
| New | +$16.9K | 0.01% | 218 |
|
Other funds holding AXP
First Personal Financial Services's AXP Position: Q3 2024 in Review
First Personal Financial Services held its American Express (AXP) position steady in Q3 2024 at 1,500 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #93.
First Personal Financial Services first reported a position in AXP in Q4 2014 and has held it in 36 quarters since. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.
- First Personal Financial Services held 1,500 shares of American Express worth $407K as of Q3 2024.
- First Personal Financial Services left its American Express share count unchanged in Q3 2024.
- American Express made up 0.09% of First Personal Financial Services's portfolio in Q3 2024, its #93 holding.
- First Personal Financial Services first reported a position in American Express in Q4 2014 and has held it in 36 quarters since.
- 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.