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Disclosery

Parsec Financial Management, Inc.: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parsec Financial Management, Inc. on AXP, newest first. How the timeline and the estimate are built.

Parsec Financial Management, Inc. held 3,202 AXP shares at 2023-03-31 per its 13F-HR filed 2023-04-06.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 3,202 shares
    Change vs previous 13F -800 shares

    0.02% of the 13F portfolio, value $528,170.

    13F-HR 0001349138-23-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 4,002 shares
    Change vs previous 13F +916 shares

    0.03% of the 13F portfolio, value $591,296.

    13F-HR 0001349138-23-000001 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 3,086 shares
    Change vs previous 13F +94 shares

    0.02% of the 13F portfolio, value $416,000.

    13F-HR 0001349138-22-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 2,992 shares
    Change vs previous 13F +420 shares

    0.02% of the 13F portfolio, value $415,000.

    13F-HR 0001349138-22-000004 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 2,572 shares
    Change vs previous 13F +435 shares

    0.02% of the 13F portfolio, value $481,000.

    13F-HR 0001349138-22-000003 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 2,137 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $350,000.

    13F-HR 0001349138-22-000002 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 2,137 shares
    Change vs previous 13F +274 shares

    0.02% of the 13F portfolio, value $384,000.

    13F-HR 0001349138-21-000006 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 1,863 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $308,000.

    13F-HR 0001349138-21-000005 filed by Parsec Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).