Pettyjohn Wood & White’s American Express AXP Stock Holding History

Pettyjohn Wood & White’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$511K	Hold	1,603	–	–	0.09%	127
2025 Q1	$431K	Sell	1,603 -1,600	-50%	-$430K	0.08%	134
2024 Q4	$951K	Buy	3,203 +1,000	+45%	+$297K	0.17%	89
2024 Q3	$597K	Hold	2,203	–	–	0.11%	112
2024 Q2	$510K	Hold	2,203	–	–	0.1%	117
2024 Q1	$502K	Hold	2,203	–	–	0.1%	116
2023 Q4	$413K	Hold	2,203	–	–	0.09%	129
2023 Q3	$329K	Hold	2,203	–	–	0.08%	144
2023 Q2	$384K	Hold	2,203	–	–	0.09%	127
2023 Q1	$363K	Hold	2,203	–	–	0.09%	128
2022 Q4	$325K	Hold	2,203	–	–	0.08%	135
2022 Q3	$297K	Hold	2,203	–	–	0.08%	137
2022 Q2	$305K	Buy	2,203 +806	+58%	+$112K	0.07%	141
2022 Q1	$261K	Hold	1,397	–	–	0.06%	144
2021 Q4	$229K	Sell	1,397 -122	-8%	-$20K	0.05%	157
2021 Q3	$254K	Hold	1,519	–	–	0.06%	145
2021 Q2	$251K	Hold	1,519	–	–	0.06%	145
2021 Q1	$215K	Buy	+1,519	New	+$215K	0.05%	150
2020 Q3	–	Sell	-2,169	Closed	-$206K	–	142
2020 Q2	$206K	Buy	+2,169	New	+$206K	0.07%	138
2020 Q1	–	Sell	-2,169	Closed	-$270K	–	132
2019 Q4	$270K	Sell	2,169 -81	-4%	-$10.1K	0.08%	129
2019 Q3	$266K	Hold	2,250	–	–	0.08%	130
2019 Q2	$278K	Hold	2,250	–	–	0.09%	127
2019 Q1	$246K	Hold	2,250	–	–	0.08%	129
2018 Q4	$214K	Hold	2,250	–	–	0.08%	135
2018 Q3	$240K	Hold	2,250	–	–	0.08%	138
2018 Q2	$221K	Hold	2,250	–	–	0.08%	143
2018 Q1	$210K	Hold	2,250	–	–	0.08%	145
2017 Q4	$223K	Hold	2,250	–	–	0.08%	142
2017 Q3	$204K	Buy	+2,250	New	+$204K	0.08%	138
2015 Q3	–	Sell	-3,850	Closed	-$299K	–	126
2015 Q2	$299K	Sell	3,850 -930	-19%	-$72.2K	0.13%	106
2015 Q1	$373K	Sell	4,780 -300	-6%	-$23.4K	0.15%	96
2014 Q4	$473K	Hold	5,080	–	–	0.2%	90
2014 Q3	$445K	Hold	5,080	–	–	0.19%	89
2014 Q2	$482K	Sell	5,080 -150	-3%	-$14.2K	0.21%	88
2014 Q1	$471K	Buy	+5,230	New	+$471K	0.22%	92