Peterson Wealth Services’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 | $537K | Buy |
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|
2025
Q2 | $515K | Buy |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $372K | Buy |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $239K | Buy |
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