PFSC
Peoples Financial Services Corp’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
9,879
-1,052
| -10% | -$336K | 1.56% | 14 |
|
|
2025
Q1 | $2.94M | Sell |
10,931
-343
| -3% | -$92.3K | 1.41% | 16 |
|
|
2024
Q4 | $3.35M | Sell |
11,274
-459
| -4% | -$136K | 1.55% | 14 |
|
|
2024
Q3 | $3.18M | Sell |
11,733
-284
| -2% | -$77K | 1.44% | 15 |
|
|
2024
Q2 | $2.78M | Sell |
12,017
-630
| -5% | -$146K | 1.26% | 19 |
|
|
2024
Q1 | $2.88M | Sell |
12,647
-924
| -7% | -$210K | 1.25% | 21 |
|
|
2023
Q4 | $2.54M | Sell |
13,571
-260
| -2% | -$48.7K | 1.1% | 21 |
|
|
2023
Q3 | $2.06M | Sell |
13,831
-862
| -6% | -$129K | 0.97% | 28 |
|
|
2023
Q2 | $2.56M | Sell |
14,693
-430
| -3% | -$74.9K | 1.15% | 23 |
|
|
2023
Q1 | $2.49M | Sell |
15,123
-312
| -2% | -$51.5K | 1.17% | 23 |
|
|
2022
Q4 | $2.28M | Sell |
15,435
-268
| -2% | -$39.6K | 1.07% | 25 |
|
|
2022
Q3 | $2.12M | Buy |
15,703
+75
| +0.5% | +$10.1K | 1.09% | 24 |
|
|
2022
Q2 | $2.17M | Buy |
15,628
+75
| +0.5% | +$10.4K | 1.03% | 25 |
|
|
2022
Q1 | $2.91M | Sell |
15,553
-716
| -4% | -$134K | 1.26% | 20 |
|
|
2021
Q4 | $2.66M | Sell |
16,269
-125
| -0.8% | -$20.4K | 1.03% | 24 |
|
|
2021
Q3 | $2.75M | Sell |
16,394
-185
| -1% | -$31K | 1.16% | 20 |
|
|
2021
Q2 | $2.74M | Sell |
16,579
-290
| -2% | -$47.9K | 1.15% | 22 |
|
|
2021
Q1 | $2.39M | Sell |
16,869
-20
| -0.1% | -$2.83K | 1.04% | 26 |
|
|
2020
Q4 | $2.04M | Sell |
16,889
-300
| -2% | -$36.3K | 0.94% | 33 |
|
|
2020
Q3 | $1.72M | Hold |
17,189
| – | – | 0.87% | 33 |
|
|
2020
Q2 | $1.64M | Hold |
17,189
| – | – | 0.86% | 35 |
|
|
2020
Q1 | $1.47M | Sell |
17,189
-2,641
| -13% | -$226K | 0.87% | 36 |
|
|
2019
Q4 | $2.47M | Sell |
19,830
-5,159
| -21% | -$642K | 1.16% | 23 |
|
|
2019
Q3 | $2.96M | Sell |
24,989
-325
| -1% | -$38.4K | 1.48% | 15 |
|
|
2019
Q2 | $3.13M | Sell |
25,314
-50
| -0.2% | -$6.17K | 1.59% | 14 |
|
|
2019
Q1 | $2.77M | Sell |
25,364
-100
| -0.4% | -$10.9K | 1.42% | 18 |
|
|
2018
Q4 | $2.43M | Sell |
25,464
-625
| -2% | -$59.6K | 1.38% | 18 |
|
|
2018
Q3 | $2.78M | Sell |
26,089
-400
| -2% | -$42.6K | 1.4% | 20 |
|
|
2018
Q2 | $2.6M | Sell |
26,489
-100
| -0.4% | -$9.8K | 1.45% | 16 |
|
|
2018
Q1 | $2.48M | Sell |
26,589
-175
| -0.7% | -$16.3K | 1.42% | 19 |
|
|
2017
Q4 | $2.66M | Sell |
26,764
-600
| -2% | -$59.6K | 1.45% | 19 |
|
|
2017
Q3 | $2.48M | Sell |
27,364
-700
| -2% | -$63.3K | 1.4% | 20 |
|
|
2017
Q2 | $2.37M | Sell |
28,064
-1,000
| -3% | -$84.3K | 1.39% | 20 |
|
|
2017
Q1 | $2.3M | Sell |
29,064
-2,475
| -8% | -$196K | 1.37% | 20 |
|
|
2016
Q4 | $1.92M | Sell |
31,539
-175
| -0.6% | -$10.6K | 1.18% | 22 |
|
|
2016
Q3 | $2.03M | Buy |
31,714
+175
| +0.6% | +$11.2K | 1.26% | 21 |
|
|
2016
Q2 | $1.92M | Buy |
31,539
+300
| +1% | +$18.2K | 1.18% | 22 |
|
|
2016
Q1 | $1.92M | Buy |
31,239
+3,100
| +11% | +$190K | 1.21% | 23 |
|
|
2015
Q4 | $1.96M | Buy |
28,139
+2,000
| +8% | +$139K | 1.29% | 21 |
|
|
2015
Q3 | $1.94M | Buy |
26,139
+1,050
| +4% | +$77.8K | 1.38% | 21 |
|
|
2015
Q2 | $1.95M | Buy |
25,089
+4,828
| +24% | +$375K | 1.3% | 20 |
|
|
2015
Q1 | $1.58M | Buy |
20,261
+1,500
| +8% | +$117K | 1.05% | 25 |
|
|
2014
Q4 | $1.75M | Hold |
18,761
| – | – | 1.14% | 22 |
|
|
2014
Q3 | $1.64M | Sell |
18,761
-500
| -3% | -$43.8K | 1.11% | 22 |
|
|
2014
Q2 | $1.83M | Sell |
19,261
-300
| -2% | -$28.5K | 1.16% | 21 |
|
|
2014
Q1 | $1.76M | Hold |
19,561
| – | – | 1.31% | 20 |
|
|
2013
Q4 | $1.77M | Buy |
+19,561
| New | +$1.77M | 1.17% | 22 |
|