PGAM
Princeton Global Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
1,121
-8,604
| -88% | -$2.74M | 0.06% | 151 |
|
|
2025
Q1 | $2.62M | Buy |
9,725
+7,456
| +329% | +$2.01M | 0.52% | 60 |
|
|
2024
Q4 | $673K | Sell |
2,269
-281
| -11% | -$83.4K | 0.13% | 115 |
|
|
2024
Q3 | $692K | Buy |
2,550
+181
| +8% | +$49.1K | 0.13% | 113 |
|
|
2024
Q2 | $548K | Hold |
2,369
| – | – | 0.12% | 104 |
|
|
2024
Q1 | $539K | Buy |
2,369
+101
| +4% | +$23K | 0.13% | 104 |
|
|
2023
Q4 | $425K | Hold |
2,268
| – | – | 0.11% | 113 |
|
|
2023
Q3 | $338K | Hold |
2,268
| – | – | 0.1% | 121 |
|
|
2023
Q2 | $395K | Hold |
2,268
| – | – | 0.12% | 113 |
|
|
2023
Q1 | $374K | Buy |
2,268
+1
| +0% | +$165 | 0.11% | 121 |
|
|
2022
Q4 | $335K | Hold |
2,267
| – | – | 0.11% | 122 |
|
|
2022
Q3 | $306K | Hold |
2,267
| – | – | 0.11% | 125 |
|
|
2022
Q2 | $314K | Hold |
2,267
| – | – | 0.1% | 129 |
|
|
2022
Q1 | $424K | Sell |
2,267
-900
| -28% | -$168K | 0.12% | 120 |
|
|
2021
Q4 | $518K | Hold |
3,167
| – | – | 0.15% | 121 |
|
|
2021
Q3 | $531K | Sell |
3,167
-900
| -22% | -$151K | 0.16% | 121 |
|
|
2021
Q2 | $672K | Hold |
4,067
| – | – | 0.2% | 110 |
|
|
2021
Q1 | $575K | Hold |
4,067
| – | – | 0.19% | 111 |
|
|
2020
Q4 | $492K | Hold |
4,067
| – | – | 0.17% | 118 |
|
|
2020
Q3 | $408K | Sell |
4,067
-870
| -18% | -$87.3K | 0.16% | 123 |
|
|
2020
Q2 | $470K | Hold |
4,937
| – | – | 0.15% | 137 |
|
|
2020
Q1 | $423K | Buy |
4,937
+67
| +1% | +$5.74K | 0.19% | 124 |
|
|
2019
Q4 | $606 | Buy |
4,870
+370
| +8% | +$46 | 0.25% | 99 |
|
|
2019
Q3 | $526K | Hold |
4,500
| – | – | 0.3% | 95 |
|
|
2019
Q2 | $555K | Hold |
4,500
| – | – | 0.33% | 86 |
|
|
2019
Q1 | $491K | Hold |
4,500
| – | – | 0.34% | 85 |
|
|
2018
Q4 | $429K | Buy |
+4,500
| New | +$429K | 0.38% | 75 |
|