PCM
Princeton Capital Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
1,016
| – | – | 0.1% | 87 |
|
|
2025
Q1 | $273K | Hold |
1,016
| – | – | 0.1% | 89 |
|
|
2024
Q4 | $302K | Buy |
1,016
+16
| +2% | +$4.75K | 0.09% | 80 |
|
|
2024
Q3 | $271K | Hold |
1,000
| – | – | 0.09% | 81 |
|
|
2024
Q2 | $232K | Buy |
1,000
+49
| +5% | +$11.3K | 0.08% | 91 |
|
|
2024
Q1 | $217K | Buy |
+951
| New | +$217K | 0.08% | 92 |
|
|
2023
Q2 | – | Sell |
-1,401
| Closed | -$231K | – | 94 |
|
|
2023
Q1 | $231K | Sell |
1,401
-300
| -18% | -$49.5K | 0.1% | 86 |
|
|
2022
Q4 | $251K | Buy |
+1,701
| New | +$251K | 0.11% | 82 |
|
|
2019
Q4 | – | Sell |
-1,015
| Closed | -$120K | – | 104 |
|
|
2019
Q3 | $120K | Hold |
1,015
| – | – | 0.06% | 108 |
|
|
2019
Q2 | $125K | Hold |
1,015
| – | – | 0.06% | 108 |
|
|
2019
Q1 | $111K | Sell |
1,015
-200
| -16% | -$21.9K | 0.06% | 113 |
|
|
2018
Q4 | $116K | Buy |
1,215
+200
| +20% | +$19.1K | 0.07% | 110 |
|
|
2018
Q3 | $108K | Hold |
1,015
| – | – | 0.04% | 133 |
|
|
2018
Q2 | $99K | Hold |
1,015
| – | – | 0.04% | 134 |
|
|
2018
Q1 | $95K | Buy |
+1,015
| New | +$95K | 0.04% | 129 |
|
|
2015
Q1 | – | Sell |
-16,596
| Closed | -$1.54M | – | 89 |
|
|
2014
Q4 | $1.54M | Sell |
16,596
-2,064
| -11% | -$192K | 1.53% | 26 |
|
|
2014
Q3 | $1.63M | Sell |
18,660
-1,076
| -5% | -$94.2K | 1.49% | 31 |
|
|
2014
Q2 | $1.87M | Buy |
19,736
+83
| +0.4% | +$7.87K | 1.58% | 21 |
|
|
2014
Q1 | $1.77M | Sell |
19,653
-504
| -3% | -$45.4K | 1.49% | 23 |
|
|
2013
Q4 | $1.83M | Buy |
20,157
+127
| +0.6% | +$11.5K | 1.52% | 19 |
|
|
2013
Q3 | $1.51M | Sell |
20,030
-487
| -2% | -$36.8K | 1.38% | 35 |
|
|
2013
Q2 | $1.53M | Buy |
+20,517
| New | +$1.53M | 1.45% | 27 |
|