PCG
Prosperity Consulting Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
8,481
+94
| +1% | +$30K | 0.2% | 114 |
|
|
2025
Q1 | $2.26M | Buy |
8,387
+9
| +0.1% | +$2.42K | 0.17% | 133 |
|
|
2024
Q4 | $2.49M | Buy |
8,378
+60
| +0.7% | +$17.8K | 0.19% | 122 |
|
|
2024
Q3 | $2.26M | Sell |
8,318
-2,084
| -20% | -$565K | 0.18% | 134 |
|
|
2024
Q2 | $2.41M | Buy |
10,402
+72
| +0.7% | +$16.7K | 0.33% | 78 |
|
|
2024
Q1 | $2.35M | Buy |
10,330
+5,979
| +137% | +$1.36M | 0.29% | 95 |
|
|
2023
Q4 | $815K | Buy |
4,351
+134
| +3% | +$25.1K | 0.27% | 73 |
|
|
2023
Q3 | $629K | Buy |
+4,217
| New | +$629K | 0.29% | 77 |
|