Pacific Capital Wealth 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 | $364K | Sell |
1,129
-203
| -15% | -$65.5K | 0.07% | 55 |
|
|
2025
Q1 | $358K | Hold |
1,332
| – | – | 0.06% | 60 |
|
|
2024
Q4 | $395K | Sell |
1,332
-43
| -3% | -$12.8K | 0.07% | 56 |
|
|
2024
Q3 | $373K | Buy |
1,375
+11
| +0.8% | +$2.98K | 0.06% | 56 |
|
|
2024
Q2 | $316K | Buy |
1,364
+79
| +6% | +$18.3K | 0.06% | 56 |
|
|
2024
Q1 | $293K | Buy |
1,285
+32
| +3% | +$7.29K | 0.07% | 53 |
|
|
2023
Q4 | $235K | Buy |
+1,253
| New | +$235K | 0.06% | 57 |
|
|
2023
Q3 | – | Sell |
-1,253
| Closed | -$218K | – | 67 |
|
|
2023
Q2 | $218K | Hold |
1,253
| – | – | 0.06% | 63 |
|
|
2023
Q1 | $207K | Buy |
+1,253
| New | +$207K | 0.05% | 85 |
|
|
2022
Q4 | – | Sell |
-1,698
| Closed | -$229K | – | 89 |
|
|
2022
Q3 | $229K | Buy |
1,698
+86
| +5% | +$11.6K | 0.06% | 73 |
|
|
2022
Q2 | $223K | Hold |
1,612
| – | – | 0.06% | 78 |
|
|
2022
Q1 | $301K | Hold |
1,612
| – | – | 0.09% | 77 |
|
|
2021
Q4 | $264K | Buy |
1,612
+195
| +14% | +$31.9K | 0.08% | 78 |
|
|
2021
Q3 | $237K | Hold |
1,417
| – | – | 0.08% | 77 |
|
|
2021
Q2 | $234K | Hold |
1,417
| – | – | 0.12% | 69 |
|
|
2021
Q1 | $200K | Buy |
+1,417
| New | +$200K | 0.11% | 63 |
|
|
2020
Q4 | – | Sell |
-1,417
| Closed | -$142K | – | 76 |
|
|
2020
Q3 | $142K | Buy |
+1,417
| New | +$142K | 0.08% | 73 |
|