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PRIO WEALTH LIMITED PARTNERSHIP: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on AXP, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 33,113 AXP shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 33,113 shares
    Change vs previous 13F -507 shares

    0.26% of the 13F portfolio, value $8,980,246.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 33,620 shares
    Change vs previous 13F +732 shares

    0.23% of the 13F portfolio, value $7,784,711.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 32,888 shares
    Change vs previous 13F -1,409 shares

    0.22% of the 13F portfolio, value $7,488,271.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 34,297 shares
    Change vs previous 13F +1,169 shares

    0.22% of the 13F portfolio, value $6,425,200.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 33,128 shares
    Change vs previous 13F -124 shares

    0.19% of the 13F portfolio, value $4,942,367.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 33,252 shares
    Change vs previous 13F -335 shares

    0.21% of the 13F portfolio, value $5,792,499.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 33,587 shares
    Change vs previous 13F -750 shares

    0.21% of the 13F portfolio, value $5,540,176.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 34,337 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,073,292.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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