Pettyjohn Wood & White’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
Q2 | $511K | Hold |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $951K | Buy |
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|
2024
Q3 | $597K | Hold |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $502K | Hold |
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|
2023
Q4 | $413K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $229K | Sell |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $270K | Sell |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $278K | Hold |
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|
2019
Q1 | $246K | Hold |
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|
2018
Q4 | $214K | Hold |
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|
2018
Q3 | $240K | Hold |
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|
2018
Q2 | $221K | Hold |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $223K | Hold |
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|
2017
Q3 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $299K | Sell |
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|
2015
Q1 | $373K | Sell |
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|
2014
Q4 | $473K | Hold |
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|
2014
Q3 | $445K | Hold |
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|
2014
Q2 | $482K | Sell |
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|
2014
Q1 | $471K | Buy |
|