Pacifica Partners’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 | $21.6K | Buy |
68
+9
| +15% | +$2.86K | 0.01% | 273 |
|
|
2025
Q1 | $14.6K | Buy |
59
+14
| +31% | +$3.47K | 0.01% | 305 |
|
|
2024
Q4 | $13.4K | Hold |
45
| – | – | 0.01% | 318 |
|
|
2024
Q3 | $12.2K | Hold |
45
| – | – | 0.01% | 339 |
|
|
2024
Q2 | $10.6K | Sell |
45
-125
| -74% | -$29.4K | ﹤0.01% | 360 |
|
|
2024
Q1 | $38.4K | Hold |
170
| – | – | 0.02% | 235 |
|
|
2023
Q4 | $29K | Buy |
+170
| New | +$29K | 0.01% | 258 |
|
|
2020
Q4 | – | Sell |
-80
| Closed | -$8K | – | 385 |
|
|
2020
Q3 | $8K | Hold |
80
| – | – | 0.01% | 231 |
|
|
2020
Q2 | $8K | Buy |
+80
| New | +$8K | 0.01% | 252 |
|
|
2020
Q1 | – | Sell |
-55
| Closed | -$7K | – | 372 |
|
|
2019
Q4 | $7K | Buy |
+55
| New | +$7K | 0.01% | 265 |
|