PFG Private Wealth Management’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 | $283K | Buy |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q4 | $165K | Sell |
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|
2023
Q3 | $132K | Sell |
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|
2023
Q2 | $182K | Buy |
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|
2023
Q1 | $145K | Buy |
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|
2022
Q4 | $31K | Buy |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Buy |
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