PS
Principal Securities’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.1M | Buy |
19,114
+3,590
| +23% | +$1.15M | 0.11% | 169 |
|
|
2025
Q1 | $4.61M | Hold |
15,524
| – | – | 0.1% | 193 |
|
|
2024
Q4 | $4.61M | Buy |
15,524
+1,753
| +13% | +$520K | 0.1% | 190 |
|
|
2024
Q3 | $3.73M | Buy |
13,771
+1,193
| +9% | +$324K | 0.09% | 218 |
|
|
2024
Q2 | $2.91M | Buy |
12,578
+896
| +8% | +$207K | 0.08% | 232 |
|
|
2024
Q1 | $2.66M | Buy |
11,682
+1,353
| +13% | +$308K | 0.08% | 230 |
|
|
2023
Q4 | $1.94M | Buy |
+10,329
| New | +$1.94M | 0.07% | 260 |
|