PCA Investment Advisory 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
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% | -$1.09K | 0.14% | 102 |
|
|
2024
Q2 | $246K | Sell |
1,063
-3
| -0.3% | -$694 | 0.13% | 112 |
|
|
2024
Q1 | $243K | Buy |
+1,066
| New | +$243K | 0.14% | 111 |
|
|
2023
Q3 | – | Sell |
-1,056
| Closed | -$184K | – | 125 |
|
|
2023
Q2 | $184K | Buy |
+1,056
| New | +$184K | 0.11% | 124 |
|