Principle Wealth Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $2.47M | Sell |
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|
2024
Q3 | $2.27M | Hold |
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|
2024
Q2 | $1.94M | Hold |
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|
2024
Q1 | $1.91M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $964K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.05M | Hold |
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|
2022
Q4 | $940K | Hold |
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|
2022
Q3 | $888 | Buy |
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|
2022
Q2 | $799K | Buy |
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|
2022
Q1 | $994K | Buy |
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|
2021
Q4 | $789K | Sell |
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|
2021
Q3 | $908K | Sell |
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|
2021
Q2 | $966K | Buy |
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|
2021
Q1 | $813K | Sell |
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|
2020
Q4 | $707K | Buy |
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|
2020
Q3 | $423K | Hold |
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|
2020
Q2 | $401K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $525K | Sell |
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|
2019
Q3 | $570K | Buy |
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|
2019
Q2 | $443K | Hold |
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|
2019
Q1 | $392K | Buy |
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|
2018
Q4 | $219K | Buy |
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