PrairieView 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	$140K	Hold	440	–	–	0.01%	145
2025 Q1	$118K	Hold	440	–	–	0.01%	148
2024 Q4	$130K	Hold	440	–	–	0.01%	141
2024 Q3	$119K	Hold	440	–	–	0.01%	145
2024 Q2	$101K	Hold	440	–	–	0.01%	159
2024 Q1	$101K	Hold	440	–	–	0.01%	143
2023 Q4	$82K	Sell	440 -76	-15%	-$14.2K	0.01%	146
2023 Q3	$76K	Hold	516	–	–	0.01%	149
2023 Q2	$89K	Hold	516	–	–	0.01%	162
2023 Q1	$85K	Buy	516 +16	+3%	+$2.64K	0.01%	150
2022 Q4	$73K	Hold	500	–	–	0.01%	156
2022 Q3	$67K	Hold	500	–	–	0.01%	155
2022 Q2	$69K	Hold	500	–	–	0.01%	165
2022 Q1	$94K	Hold	500	–	–	0.01%	158
2021 Q4	$82K	Hold	500	–	–	0.01%	170
2021 Q3	$84K	Hold	500	–	–	0.01%	141
2021 Q2	$83K	Hold	500	–	–	0.01%	138
2021 Q1	$71K	Hold	500	–	–	0.01%	139
2020 Q4	$60K	Hold	500	–	–	0.01%	140
2020 Q3	$50K	Hold	500	–	–	0.01%	141
2020 Q2	$48K	Hold	500	–	–	0.01%	139
2020 Q1	$43K	Buy	+500	New	+$43K	0.01%	137