Pacific Capital Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Hold |
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|
2025
Q2 | $364K | Sell |
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|
2025
Q1 | $358K | Hold |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $142K | Buy |
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