PDS Planning’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
Q3 | $1.11M | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $880K | Buy |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $676K | Buy |
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|
2024
Q1 | $664K | Buy |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $507K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $349K | Buy |
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|
2021
Q4 | $273K | Sell |
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|
2021
Q3 | $284K | Buy |
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|
2021
Q2 | $254K | Buy |
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