PCG
Private Capital Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $224K | Sell |
1,610
-1,073
| -40% | -$149K | 0.17% | 113 |
|
|
2022
Q1 | $502K | Buy |
2,683
+334
| +14% | +$62.5K | 0.11% | 111 |
|
|
2021
Q4 | $384K | Sell |
2,349
-12
| -0.5% | -$1.96K | 0.08% | 152 |
|
|
2021
Q3 | $396K | Sell |
2,361
-5
| -0.2% | -$839 | 0.09% | 140 |
|
|
2021
Q2 | $391K | Sell |
2,366
-126
| -5% | -$20.8K | 0.09% | 145 |
|
|
2021
Q1 | $354K | Sell |
2,492
-1,200
| -33% | -$170K | 0.09% | 139 |
|
|
2020
Q4 | $446K | Sell |
3,692
-308
| -8% | -$37.2K | 0.08% | 169 |
|
|
2020
Q3 | $401K | Sell |
4,000
-511
| -11% | -$51.2K | 0.08% | 166 |
|
|
2020
Q2 | $429K | Buy |
4,511
+242
| +6% | +$23K | 0.09% | 157 |
|
|
2020
Q1 | $365K | Sell |
4,269
-669
| -14% | -$57.2K | 0.09% | 150 |
|
|
2019
Q4 | $614K | Sell |
4,938
-8,416
| -63% | -$1.05M | 0.13% | 109 |
|
|
2019
Q3 | $1.58M | Buy |
13,354
+886
| +7% | +$105K | 0.28% | 57 |
|
|
2019
Q2 | $1.22M | Sell |
12,468
-1,277
| -9% | -$125K | 0.28% | 61 |
|
|
2019
Q1 | $1.5M | Buy |
13,745
+404
| +3% | +$44.1K | 0.29% | 57 |
|
|
2018
Q4 | $1.27M | Buy |
13,341
+470
| +4% | +$44.8K | 0.27% | 63 |
|
|
2018
Q3 | $1.37M | Sell |
12,871
-67
| -0.5% | -$7.13K | 0.27% | 58 |
|
|
2018
Q2 | $1.27M | Buy |
12,938
+675
| +6% | +$66.1K | 0.27% | 61 |
|
|
2018
Q1 | $1.14M | Buy |
12,263
+1,300
| +12% | +$121K | 0.25% | 69 |
|
|
2017
Q4 | $1.09K | Buy |
+10,963
| New | +$1.09K | 0.26% | 76 |
|