PFS Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.71M | Buy |
49,991
+1,622
| +3% | +$283K | 0.14% | 143 |
|
|
2023
Q1 | $7.68M | Buy |
48,369
+845
| +2% | +$134K | 0.13% | 147 |
|
|
2022
Q4 | $7.02M | Sell |
47,524
-114
| -0.2% | -$16.8K | 0.13% | 150 |
|
|
2022
Q3 | $6.43K | Buy |
47,638
+1,490
| +3% | +$201 | 0.12% | 148 |
|
|
2022
Q2 | $6.4M | Buy |
46,148
+3,496
| +8% | +$485K | 0.13% | 159 |
|
|
2022
Q1 | $7.98M | Buy |
42,652
+14,638
| +52% | +$2.74M | 0.15% | 136 |
|
|
2021
Q4 | $4.58M | Buy |
28,014
+2,586
| +10% | +$423K | 0.09% | 199 |
|
|
2021
Q3 | $4.58M | Buy |
25,428
+2,128
| +9% | +$383K | 0.09% | 191 |
|
|
2021
Q2 | $4.01M | Buy |
23,300
+2,826
| +14% | +$486K | 0.09% | 185 |
|
|
2021
Q1 | $2.9M | Buy |
20,474
+1,938
| +10% | +$274K | 0.07% | 205 |
|
|
2020
Q4 | $2.24M | Buy |
18,536
+311
| +2% | +$37.7K | 0.06% | 210 |
|
|
2020
Q3 | $1.83M | Buy |
18,225
+4,231
| +30% | +$424K | 0.06% | 198 |
|
|
2020
Q2 | $1.33M | Buy |
13,994
+5,256
| +60% | +$500K | 0.05% | 193 |
|
|
2020
Q1 | $748K | Buy |
8,738
+5,317
| +155% | +$455K | 0.03% | 195 |
|
|
2019
Q4 | $426K | Buy |
+3,421
| New | +$426K | 0.02% | 208 |
|