Principle Wealth Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
8,826
-190
| -2% | -$60.6K | 0.18% | 102 |
|
|
2025
Q1 | $2.43M | Buy |
9,016
+685
| +8% | +$184K | 0.17% | 113 |
|
|
2024
Q4 | $2.47M | Sell |
8,331
-50
| -0.6% | -$14.8K | 0.17% | 112 |
|
|
2024
Q3 | $2.27M | Hold |
8,381
| – | – | 0.16% | 116 |
|
|
2024
Q2 | $1.94M | Hold |
8,381
| – | – | 0.15% | 122 |
|
|
2024
Q1 | $1.91M | Buy |
8,381
+107
| +1% | +$24.4K | 0.15% | 122 |
|
|
2023
Q4 | $1.55M | Buy |
8,274
+1,810
| +28% | +$339K | 0.13% | 129 |
|
|
2023
Q3 | $964K | Sell |
6,464
-120
| -2% | -$17.9K | 0.1% | 148 |
|
|
2023
Q2 | $1.15M | Buy |
6,584
+225
| +4% | +$39.2K | 0.12% | 131 |
|
|
2023
Q1 | $1.05M | Hold |
6,359
| – | – | 0.11% | 133 |
|
|
2022
Q4 | $940K | Hold |
6,359
| – | – | 0.11% | 137 |
|
|
2022
Q3 | $888 | Buy |
6,359
+590
| +10% | +$82 | 0.08% | 130 |
|
|
2022
Q2 | $799K | Buy |
5,769
+450
| +8% | +$62.3K | 0.1% | 153 |
|
|
2022
Q1 | $994K | Buy |
5,319
+500
| +10% | +$93.4K | 0.1% | 137 |
|
|
2021
Q4 | $789K | Sell |
4,819
-600
| -11% | -$98.2K | 0.08% | 160 |
|
|
2021
Q3 | $908K | Sell |
5,419
-425
| -7% | -$71.2K | 0.1% | 137 |
|
|
2021
Q2 | $966K | Buy |
5,844
+100
| +2% | +$16.5K | 0.11% | 134 |
|
|
2021
Q1 | $813K | Sell |
5,744
-102
| -2% | -$14.4K | 0.1% | 141 |
|
|
2020
Q4 | $707K | Buy |
5,846
+1,627
| +39% | +$197K | 0.09% | 143 |
|
|
2020
Q3 | $423K | Hold |
4,219
| – | – | 0.12% | 98 |
|
|
2020
Q2 | $401K | Buy |
+4,219
| New | +$401K | 0.12% | 101 |
|
|
2020
Q1 | – | Sell |
-4,219
| Closed | -$525K | – | 142 |
|
|
2019
Q4 | $525K | Sell |
4,219
-600
| -12% | -$74.7K | 0.17% | 98 |
|
|
2019
Q3 | $570K | Buy |
4,819
+1,234
| +34% | +$146K | 0.2% | 88 |
|
|
2019
Q2 | $443K | Hold |
3,585
| – | – | 0.23% | 83 |
|
|
2019
Q1 | $392K | Buy |
3,585
+1,287
| +56% | +$141K | 0.22% | 80 |
|
|
2018
Q4 | $219K | Buy |
+2,298
| New | +$219K | 0.18% | 104 |
|