Peterson Wealth 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
Q2 | $515K | Buy |
1,615
+2
| +0.1% | +$638 | 0.14% | 93 |
|
|
2025
Q1 | $434K | Buy |
1,613
+1
| +0.1% | +$269 | 0.13% | 98 |
|
|
2024
Q4 | $478K | Buy |
1,612
+2
| +0.1% | +$593 | 0.14% | 93 |
|
|
2024
Q3 | $437K | Buy |
1,610
+2
| +0.1% | +$542 | 0.14% | 96 |
|
|
2024
Q2 | $372K | Buy |
1,608
+2
| +0.1% | +$463 | 0.13% | 99 |
|
|
2024
Q1 | $366K | Buy |
1,606
+2
| +0.1% | +$455 | 0.13% | 99 |
|
|
2023
Q4 | $300K | Buy |
1,604
+3
| +0.2% | +$562 | 0.13% | 79 |
|
|
2023
Q3 | $239K | Buy |
1,601
+2
| +0.1% | +$298 | 0.18% | 60 |
|
|
2023
Q2 | $279K | Buy |
1,599
+133
| +9% | +$23.2K | 0.13% | 80 |
|
|
2023
Q1 | $242K | Buy |
1,466
+2
| +0.1% | +$330 | 0.12% | 87 |
|
|
2022
Q4 | $216K | Buy |
+1,464
| New | +$216K | 0.12% | 88 |
|
|
2022
Q3 | – | Sell |
-1,460
| Closed | -$202K | – | 86 |
|
|
2022
Q2 | $202K | Sell |
1,460
-29
| -2% | -$4.01K | 0.15% | 85 |
|
|
2022
Q1 | $278K | Buy |
1,489
+29
| +2% | +$5.41K | 0.17% | 79 |
|
|
2021
Q4 | $239K | Buy |
+1,460
| New | +$239K | 0.16% | 81 |
|