PDM
AXP icon

Penn Davis McFarland’s American Express AXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.37M Hold
10,580
0.38% 39
2025
Q1
$2.85M Sell
10,580
-22
-0.2% -$5.92K 0.34% 40
2024
Q4
$3.15M Sell
10,602
-250
-2% -$74.2K 0.34% 41
2024
Q3
$2.94M Buy
+10,852
New +$2.94M 0.33% 42