PP
PDS Planning’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,358
+141
| +4% | +$45K | 0.08% | 116 |
|
|
2025
Q1 | $865K | Buy |
3,217
+250
| +8% | +$67.3K | 0.07% | 120 |
|
|
2024
Q4 | $880K | Buy |
2,967
+38
| +1% | +$11.3K | 0.08% | 106 |
|
|
2024
Q3 | $794K | Buy |
2,929
+11
| +0.4% | +$2.98K | 0.07% | 121 |
|
|
2024
Q2 | $676K | Buy |
2,918
+3
| +0.1% | +$695 | 0.07% | 124 |
|
|
2024
Q1 | $664K | Buy |
2,915
+168
| +6% | +$38.3K | 0.07% | 125 |
|
|
2023
Q4 | $515K | Sell |
2,747
-222
| -7% | -$41.6K | 0.06% | 144 |
|
|
2023
Q3 | $443K | Buy |
2,969
+56
| +2% | +$8.36K | 0.06% | 146 |
|
|
2023
Q2 | $507K | Buy |
2,913
+590
| +25% | +$103K | 0.06% | 130 |
|
|
2023
Q1 | $383K | Buy |
2,323
+565
| +32% | +$93.2K | 0.05% | 150 |
|
|
2022
Q4 | $260K | Buy |
1,758
+134
| +8% | +$19.8K | 0.04% | 162 |
|
|
2022
Q3 | $219K | Sell |
1,624
-384
| -19% | -$51.8K | 0.04% | 168 |
|
|
2022
Q2 | $278K | Buy |
2,008
+141
| +8% | +$19.5K | 0.05% | 154 |
|
|
2022
Q1 | $349K | Buy |
1,867
+201
| +12% | +$37.6K | 0.06% | 130 |
|
|
2021
Q4 | $273K | Sell |
1,666
-29
| -2% | -$4.75K | 0.05% | 151 |
|
|
2021
Q3 | $284K | Buy |
1,695
+160
| +10% | +$26.8K | 0.07% | 138 |
|
|
2021
Q2 | $254K | Buy |
+1,535
| New | +$254K | 0.06% | 146 |
|