PCA Investment Advisory 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
Q1
Sell
-1,059
Closed -$314K 56
2024
Q4
$314K Hold
1,059
0.15% 94
2024
Q3
$287K Sell
1,059
-4
-0.4% -$996 0.14% 102
2024
Q2
$246K Sell
1,063
-3
-0.3% -$695 0.13% 112
2024
Q1
$243K Buy
+1,066
New +$221K 0.14% 111
2023
Q3
Sell
-1,056
Closed -$184K 125
2023
Q2
$184K Buy
+1,056
New +$170K 0.11% 124

Other funds holding AXP

PCA Investment Advisory Services's AXP Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of American Express (AXP) in Q1 2025, closing a stake of 1,059 shares — an estimated $314K sold.

PCA Investment Advisory Services first reported a position in AXP in Q2 2023 and held it in 5 quarters. The position peaked at $314K in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,059 American Express shares in Q1 2025, an estimated $314K.
  • PCA Investment Advisory Services first reported a position in American Express in Q2 2023 and held it in 5 quarters.
  • PCA Investment Advisory Services's American Express position peaked at $314K in Q4 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.