PAA
Peregrine Asset Advisers’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
+2,279
| New | +$727K | 0.23% | 86 |
|
|
2025
Q1 | – | Sell |
-18,089
| Closed | -$5.37M | – | 163 |
|
|
2024
Q4 | $5.37M | Buy |
+18,089
| New | +$5.37M | 1.98% | 11 |
|
|
2017
Q4 | – | Sell |
-44,928
| Closed | -$4.06M | – | 105 |
|
|
2017
Q3 | $4.06M | Sell |
44,928
-5,833
| -11% | -$528K | 2.14% | 21 |
|
|
2017
Q2 | $4.28M | Buy |
+50,761
| New | +$4.28M | 2.73% | 15 |
|
|
2015
Q2 | – | Sell |
-34,770
| Closed | -$2.72M | – | 114 |
|
|
2015
Q1 | $2.72M | Buy |
34,770
+15,345
| +79% | +$1.2M | 1.78% | 18 |
|
|
2014
Q4 | $1.81M | Buy |
+19,425
| New | +$1.81M | 1.27% | 25 |
|