PWA
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Principia Wealth Advisory’s American Express AXP Stock Holding History

Principia Wealth Advisory’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.74K Buy
18
+12
+200% +$3.83K ﹤0.01% 214
2025
Q1 		$1.57K Sell
6
-9
-60% -$2.36K ﹤0.01% 321
2024
Q4 		$4.45K Buy
+15
New +$4.45K ﹤0.01% 159