PFG Private Wealth Management’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 | $283K | Buy |
887
+45
| +5% | +$14.4K | 0.15% | 47 |
|
|
2025
Q1 | $227K | Sell |
842
-57
| -6% | -$15.3K | 0.12% | 51 |
|
|
2024
Q4 | $267K | Sell |
899
-25
| -3% | -$7.42K | 0.15% | 38 |
|
|
2024
Q3 | $251K | Sell |
924
-9
| -1% | -$2.44K | 0.15% | 44 |
|
|
2024
Q2 | $216K | Sell |
933
-7
| -0.7% | -$1.62K | 0.13% | 50 |
|
|
2024
Q1 | $214K | Buy |
940
+61
| +7% | +$13.9K | 0.13% | 48 |
|
|
2023
Q4 | $165K | Sell |
879
-9
| -1% | -$1.69K | 0.11% | 54 |
|
|
2023
Q3 | $132K | Sell |
888
-159
| -15% | -$23.7K | 0.1% | 53 |
|
|
2023
Q2 | $182K | Buy |
1,047
+170
| +19% | +$29.6K | 0.11% | 57 |
|
|
2023
Q1 | $145K | Buy |
877
+667
| +318% | +$110K | 0.09% | 65 |
|
|
2022
Q4 | $31K | Buy |
210
+156
| +289% | +$23K | 0.02% | 157 |
|
|
2022
Q3 | $7K | Hold |
54
| – | – | ﹤0.01% | 199 |
|
|
2022
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 207 |
|
|
2022
Q1 | $10K | Hold |
54
| – | – | 0.01% | 203 |
|
|
2021
Q4 | $9K | Hold |
54
| – | – | ﹤0.01% | 204 |
|
|
2021
Q3 | $9K | Buy |
+54
| New | +$9K | 0.01% | 195 |
|