Physicians Financial Services’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 | $1.21M | Buy |
3,790
+825
| +28% | +$263K | 0.36% | 51 |
|
|
2025
Q1 | $798K | Buy |
2,965
+645
| +28% | +$174K | 0.25% | 63 |
|
|
2024
Q4 | $689K | Hold |
2,320
| – | – | 0.21% | 73 |
|
|
2024
Q3 | $629K | Buy |
2,320
+50
| +2% | +$13.6K | 0.2% | 76 |
|
|
2024
Q2 | $526K | Hold |
2,270
| – | – | 0.17% | 81 |
|
|
2024
Q1 | $517K | Buy |
2,270
+100
| +5% | +$22.8K | 0.18% | 83 |
|
|
2023
Q4 | $407K | Hold |
2,170
| – | – | 0.15% | 87 |
|
|
2023
Q3 | $324K | Buy |
2,170
+100
| +5% | +$14.9K | 0.13% | 92 |
|
|
2023
Q2 | $361K | Hold |
2,070
| – | – | 0.14% | 90 |
|
|
2023
Q1 | $341K | Hold |
2,070
| – | – | 0.14% | 91 |
|
|
2022
Q4 | $306K | Buy |
2,070
+50
| +2% | +$7.39K | 0.14% | 94 |
|
|
2022
Q3 | $273K | Hold |
2,020
| – | – | 0.13% | 92 |
|
|
2022
Q2 | $280K | Hold |
2,020
| – | – | 0.12% | 98 |
|
|
2022
Q1 | $378K | Buy |
2,020
+20
| +1% | +$3.74K | 0.14% | 93 |
|
|
2021
Q4 | $327K | Hold |
2,000
| – | – | 0.12% | 101 |
|
|
2021
Q3 | $335K | Hold |
2,000
| – | – | 0.14% | 100 |
|
|
2021
Q2 | $330K | Hold |
2,000
| – | – | 0.14% | 98 |
|
|
2021
Q1 | $283K | Hold |
2,000
| – | – | 0.12% | 99 |
|
|
2020
Q4 | $242K | Sell |
2,000
-12
| -0.6% | -$1.45K | 0.12% | 100 |
|
|
2020
Q3 | $202K | Buy |
+2,012
| New | +$202K | 0.1% | 103 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$249K | – | 105 |
|
|
2019
Q4 | $249K | Hold |
2,000
| – | – | 0.13% | 109 |
|
|
2019
Q3 | $237K | Hold |
2,000
| – | – | 0.14% | 107 |
|
|
2019
Q2 | $247K | Sell |
2,000
-1,500
| -43% | -$185K | 0.15% | 105 |
|
|
2019
Q1 | $383K | Hold |
3,500
| – | – | 0.24% | 89 |
|
|
2018
Q4 | $334K | Buy |
+3,500
| New | +$334K | 0.24% | 88 |
|
|
2018
Q1 | – | Sell |
-3,500
| Closed | -$348K | – | 103 |
|
|
2017
Q4 | $348K | Hold |
3,500
| – | – | 0.27% | 87 |
|
|
2017
Q3 | $317K | Hold |
3,500
| – | – | 0.26% | 89 |
|
|
2017
Q2 | $295K | Hold |
3,500
| – | – | 0.25% | 93 |
|
|
2017
Q1 | $277K | Sell |
3,500
-50
| -1% | -$3.96K | 0.24% | 93 |
|
|
2016
Q4 | $229K | Hold |
3,550
| – | – | 0.19% | 100 |
|
|
2016
Q3 | $227K | Hold |
3,550
| – | – | 0.19% | 98 |
|
|
2016
Q2 | $215K | Hold |
3,550
| – | – | 0.19% | 99 |
|
|
2016
Q1 | $218K | Sell |
3,550
-1,750
| -33% | -$107K | 0.2% | 102 |
|
|
2015
Q4 | $369K | Buy |
+5,300
| New | +$369K | 0.34% | 80 |
|