PrairieView Wealth 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 | $603K | Hold |
1,889
| – | – | 0.63% | 13 |
|
|
2025
Q1 | $508K | Buy |
1,889
+71
| +4% | +$19.1K | 0.62% | 11 |
|
|
2024
Q4 | $540K | Hold |
1,818
| – | – | 0.58% | 11 |
|
|
2024
Q3 | $493K | Hold |
1,818
| – | – | 0.53% | 13 |
|
|
2024
Q2 | $421K | Hold |
1,818
| – | – | 0.36% | 15 |
|
|
2024
Q1 | $414K | Hold |
1,818
| – | – | 0.38% | 16 |
|
|
2023
Q4 | $341K | Buy |
+1,818
| New | +$341K | 0.34% | 16 |
|