PPSG
Princeton Portfolio Strategies Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $239K | Sell |
1,446
-700
| -33% | -$116K | 0.05% | 134 |
|
|
2021
Q1 | $304K | Hold |
2,146
| – | – | 0.06% | 138 |
|
|
2020
Q4 | $259K | Sell |
2,146
-17,029
| -89% | -$2.06M | 0.05% | 143 |
|
|
2020
Q3 | $1.92M | Sell |
19,175
-8,800
| -31% | -$882K | 0.42% | 55 |
|
|
2020
Q2 | $2.66M | Sell |
27,975
-1,491
| -5% | -$142K | 0.64% | 38 |
|
|
2020
Q1 | $2.52M | Sell |
29,466
-731
| -2% | -$62.6K | 0.73% | 41 |
|
|
2019
Q4 | $3.76M | Sell |
30,197
-53
| -0.2% | -$6.6K | 0.89% | 34 |
|
|
2019
Q3 | $3.58M | Sell |
30,250
-630
| -2% | -$74.5K | 0.89% | 36 |
|
|
2019
Q2 | $3.81M | Sell |
30,880
-350
| -1% | -$43.2K | 0.97% | 33 |
|
|
2019
Q1 | $3.41M | Sell |
31,230
-950
| -3% | -$104K | 0.91% | 37 |
|
|
2018
Q4 | $3.07M | Sell |
32,180
-795
| -2% | -$75.8K | 0.96% | 36 |
|
|
2018
Q3 | $3.51M | Sell |
32,975
-580
| -2% | -$61.8K | 0.91% | 40 |
|
|
2018
Q2 | $3.29M | Sell |
33,555
-2,075
| -6% | -$203K | 0.95% | 38 |
|
|
2018
Q1 | $3.32M | Sell |
35,630
-6,225
| -15% | -$581K | 0.94% | 37 |
|
|
2017
Q4 | $4.16M | Hold |
41,855
| – | – | 1.13% | 28 |
|
|
2017
Q3 | $3.79M | Sell |
41,855
-800
| -2% | -$72.4K | 1.02% | 33 |
|
|
2017
Q2 | $3.59M | Sell |
42,655
-2,425
| -5% | -$204K | 1.03% | 33 |
|
|
2017
Q1 | $3.57M | Sell |
45,080
-480
| -1% | -$38K | 1.06% | 33 |
|
|
2016
Q4 | $3.38M | Sell |
45,560
-1,560
| -3% | -$116K | 1.06% | 32 |
|
|
2016
Q3 | $3.02M | Sell |
47,120
-4,105
| -8% | -$263K | 0.95% | 37 |
|
|
2016
Q2 | $3.11M | Buy |
51,225
+315
| +0.6% | +$19.1K | 1% | 36 |
|
|
2016
Q1 | $3.13M | Sell |
50,910
-3,120
| -6% | -$192K | 1.06% | 35 |
|
|
2015
Q4 | $3.76M | Buy |
54,030
+200
| +0.4% | +$13.9K | 1.33% | 29 |
|
|
2015
Q3 | $3.99M | Buy |
53,830
+5,715
| +12% | +$424K | 1.62% | 23 |
|
|
2015
Q2 | $3.74M | Buy |
+48,115
| New | +$3.74M | 1.32% | 29 |
|