PFS Partners’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 | $65.5K | Buy |
205
+52
| +34% | +$16.6K | 0.03% | 141 |
|
|
2025
Q1 | $41.2K | Buy |
153
+78
| +104% | +$21K | 0.02% | 156 |
|
|
2024
Q4 | $22.3K | Hold |
75
| – | – | 0.01% | 210 |
|
|
2024
Q3 | $20.3K | Hold |
75
| – | – | 0.01% | 215 |
|
|
2024
Q2 | $17.4K | Hold |
75
| – | – | 0.01% | 213 |
|
|
2024
Q1 | $17.1K | Hold |
75
| – | – | 0.01% | 213 |
|
|
2023
Q4 | $14.1K | Buy |
+75
| New | +$14.1K | 0.01% | 229 |
|