PRA
Pine Ridge Advisers’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26,500
| Closed | -$4.37M | – | 28 |
|
|
2023
Q1 | $4.37M | Hold |
26,500
| – | – | 0.91% | 16 |
|
|
2022
Q4 | $3.92M | Hold |
26,500
| – | – | 1.04% | 16 |
|
|
2022
Q3 | $3.58M | Hold |
26,500
| – | – | 1.11% | 14 |
|
|
2022
Q2 | $3.67M | Hold |
26,500
| – | – | 1.2% | 13 |
|
|
2022
Q1 | $4.96M | Hold |
26,500
| – | – | 1.35% | 14 |
|
|
2021
Q4 | $4.34M | Hold |
26,500
| – | – | 1.19% | 14 |
|
|
2021
Q3 | $4.44M | Hold |
26,500
| – | – | 1.25% | 15 |
|
|
2021
Q2 | $4.38M | Hold |
26,500
| – | – | 1.47% | 14 |
|
|
2021
Q1 | $3.75M | Hold |
26,500
| – | – | 1.47% | 13 |
|
|
2020
Q4 | $3.2M | Buy |
+26,500
| New | +$3.2M | 1.36% | 14 |
|