PWAM
Pinnacle West Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
1,000
| – | – | 0.22% | 90 |
|
|
2025
Q1 | $269K | Hold |
1,000
| – | – | 0.19% | 104 |
|
|
2024
Q4 | $297K | Hold |
1,000
| – | – | 0.21% | 93 |
|
|
2024
Q3 | $271K | Hold |
1,000
| – | – | 0.19% | 99 |
|
|
2024
Q2 | $232K | Hold |
1,000
| – | – | 0.18% | 98 |
|
|
2024
Q1 | $228K | Buy |
+1,000
| New | +$228K | 0.18% | 99 |
|