Pacific Center for Financial Services’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	$106K	Hold	331	–	–	0.03%	134
2025 Q1	$89.1K	Sell	331 -39	-11%	-$10.5K	0.02%	140
2024 Q4	$110K	Sell	370 -80	-18%	-$23.7K	0.03%	129
2024 Q3	$122K	Hold	450	–	–	0.03%	127
2024 Q2	$104K	Hold	450	–	–	0.03%	129
2024 Q1	$102K	Hold	450	–	–	0.03%	134
2023 Q4	$84.3K	Hold	450	–	–	0.03%	137
2023 Q3	$67.1K	Hold	450	–	–	0.02%	151
2023 Q2	$78.4K	Hold	450	–	–	0.03%	138
2023 Q1	$74.2K	Buy	+450	New	+$74.2K	0.03%	142
2022 Q3	$61K	Hold	450	–	–	0.02%	143
2022 Q2	$62K	Hold	450	–	–	0.03%	146
2022 Q1	$84K	Sell	450 -16	-3%	-$2.99K	0.03%	126
2021 Q4	$76K	Hold	466	–	–	0.03%	136
2021 Q3	$78K	Hold	466	–	–	0.03%	125
2021 Q2	$77K	Hold	466	–	–	0.03%	127
2021 Q1	$66K	Hold	466	–	–	0.03%	129
2020 Q4	$56K	Sell	466 -9	-2%	-$1.08K	0.02%	136
2020 Q3	$48K	Hold	475	–	–	0.02%	119
2020 Q2	$45K	Hold	475	–	–	0.02%	117
2020 Q1	$41K	Hold	475	–	–	0.03%	112
2019 Q4	$59K	Hold	475	–	–	0.03%	109
2019 Q3	$56K	Hold	475	–	–	0.03%	111
2019 Q2	$59K	Hold	475	–	–	0.03%	106
2019 Q1	$52K	Hold	475	–	–	0.03%	110
2018 Q4	$45K	Hold	475	–	–	0.02%	113
2018 Q3	$51K	Hold	475	–	–	0.02%	112
2018 Q2	$47K	Hold	475	–	–	0.03%	105
2018 Q1	$44K	Hold	475	–	–	0.03%	106
2017 Q4	$47K	Hold	475	–	–	0.03%	106
2017 Q3	$43K	Hold	475	–	–	0.03%	103
2017 Q2	$40K	Hold	475	–	–	0.03%	102
2017 Q1	$38K	Hold	475	–	–	0.03%	104
2016 Q4	$35K	Buy	+475	New	+$35K	0.03%	112