PFG Advisors’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 | $1.61M | Buy |
5,059
+34
| +0.7% | +$10.8K | 0.07% | 230 |
|
|
2025
Q1 | $1.35M | Sell |
5,025
-35
| -0.7% | -$9.42K | 0.08% | 273 |
|
|
2024
Q4 | $1.5M | Sell |
5,060
-149
| -3% | -$44.2K | 0.09% | 235 |
|
|
2024
Q3 | $1.41M | Buy |
5,209
+629
| +14% | +$171K | 0.09% | 243 |
|
|
2024
Q2 | $1.06M | Buy |
4,580
+146
| +3% | +$33.8K | 0.07% | 285 |
|
|
2024
Q1 | $1.01M | Buy |
4,434
+473
| +12% | +$108K | 0.07% | 285 |
|
|
2023
Q4 | $742K | Buy |
3,961
+9
| +0.2% | +$1.69K | 0.06% | 313 |
|
|
2023
Q3 | $590K | Buy |
3,952
+9
| +0.2% | +$1.34K | 0.05% | 326 |
|
|
2023
Q2 | $687K | Buy |
3,943
+37
| +0.9% | +$6.45K | 0.05% | 350 |
|
|
2023
Q1 | $644K | Sell |
3,906
-644
| -14% | -$106K | 0.05% | 348 |
|
|
2022
Q4 | $672K | Buy |
4,550
+297
| +7% | +$43.9K | 0.07% | 312 |
|
|
2022
Q3 | $574K | Sell |
4,253
-685
| -14% | -$92.5K | 0.07% | 305 |
|
|
2022
Q2 | $685K | Buy |
4,938
+1,222
| +33% | +$170K | 0.08% | 217 |
|
|
2022
Q1 | $695K | Hold |
3,716
| – | – | 0.07% | 237 |
|
|
2021
Q4 | $608K | Buy |
3,716
+256
| +7% | +$41.9K | 0.06% | 323 |
|
|
2021
Q3 | $580K | Sell |
3,460
-18
| -0.5% | -$3.02K | 0.06% | 313 |
|
|
2021
Q2 | $575K | Buy |
3,478
+403
| +13% | +$66.6K | 0.07% | 302 |
|
|
2021
Q1 | $435K | Sell |
3,075
-63
| -2% | -$8.91K | 0.06% | 315 |
|
|
2020
Q4 | $379K | Buy |
+3,138
| New | +$379K | 0.06% | 272 |
|