Pacific Center for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Hold |
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|
2025
Q1 | $89.1K | Sell |
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|
2024
Q4 | $110K | Sell |
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|
2024
Q3 | $122K | Hold |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $102K | Hold |
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|
2023
Q4 | $84.3K | Hold |
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|
2023
Q3 | $67.1K | Hold |
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|
2023
Q2 | $78.4K | Hold |
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|
2023
Q1 | $74.2K | Buy |
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|
2022
Q3 | $61K | Hold |
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|
2022
Q2 | $62K | Hold |
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|
2022
Q1 | $84K | Sell |
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|
2021
Q4 | $76K | Hold |
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|
2021
Q3 | $78K | Hold |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $66K | Hold |
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|
2020
Q4 | $56K | Sell |
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|
2020
Q3 | $48K | Hold |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $41K | Hold |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $59K | Hold |
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|
2019
Q1 | $52K | Hold |
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|
2018
Q4 | $45K | Hold |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $47K | Hold |
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|
2018
Q1 | $44K | Hold |
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|
2017
Q4 | $47K | Hold |
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|
2017
Q3 | $43K | Hold |
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|
2017
Q2 | $40K | Hold |
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|
2017
Q1 | $38K | Hold |
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|
2016
Q4 | $35K | Buy |
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