Physicians Financial Services’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
Q3 | $1.27M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $798K | Buy |
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|
2024
Q4 | $689K | Hold |
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|
2024
Q3 | $629K | Buy |
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|
2024
Q2 | $526K | Hold |
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|
2024
Q1 | $517K | Buy |
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|
2023
Q4 | $407K | Hold |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $273K | Hold |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $335K | Hold |
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|
2021
Q2 | $330K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $247K | Sell |
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|
2019
Q1 | $383K | Hold |
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|
2018
Q4 | $334K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $348K | Hold |
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|
2017
Q3 | $317K | Hold |
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|
2017
Q2 | $295K | Hold |
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|
2017
Q1 | $277K | Sell |
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|
2016
Q4 | $229K | Hold |
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|
2016
Q3 | $227K | Hold |
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|
2016
Q2 | $215K | Hold |
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|
2016
Q1 | $218K | Sell |
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|
2015
Q4 | $369K | Buy |
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