Pin Oak Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-168
| Closed | -$31K | – | 456 |
|
|
2023
Q4 | $31K | Hold |
168
| – | – | 0.03% | 213 |
|
|
2023
Q3 | $25K | Sell |
168
-220
| -57% | -$32.7K | 0.03% | 222 |
|
|
2023
Q2 | $68K | Hold |
388
| – | – | 0.08% | 142 |
|
|
2023
Q1 | $64K | Buy |
+388
| New | +$64K | 0.08% | 141 |
|
|
2022
Q2 | – | Sell |
-93
| Closed | -$17K | – | 410 |
|
|
2022
Q1 | $17K | Hold |
93
| – | – | 0.02% | 275 |
|
|
2021
Q4 | $15K | Hold |
93
| – | – | 0.02% | 286 |
|
|
2021
Q3 | $16K | Sell |
93
-84
| -47% | -$14.5K | 0.02% | 267 |
|
|
2021
Q2 | $29K | Hold |
177
| – | – | 0.03% | 208 |
|
|
2021
Q1 | $25K | Hold |
177
| – | – | 0.02% | 230 |
|
|
2020
Q4 | $21K | Buy |
177
+93
| +111% | +$11K | 0.02% | 259 |
|
|
2020
Q3 | $8K | Hold |
84
| – | – | 0.01% | 317 |
|
|
2020
Q2 | $8K | Hold |
84
| – | – | 0.01% | 306 |
|
|
2020
Q1 | $7K | Hold |
84
| – | – | 0.01% | 317 |
|
|
2019
Q4 | $10K | Hold |
84
| – | – | 0.01% | 317 |
|
|
2019
Q3 | $10K | Hold |
84
| – | – | 0.01% | 323 |
|
|
2019
Q2 | $10K | Hold |
84
| – | – | 0.01% | 352 |
|
|
2019
Q1 | $9K | Hold |
84
| – | – | 0.01% | 335 |
|
|
2018
Q4 | $8K | Hold |
84
| – | – | 0.01% | 335 |
|
|
2018
Q3 | $9K | Hold |
84
| – | – | 0.01% | 321 |
|
|
2018
Q2 | $8K | Hold |
84
| – | – | 0.01% | 332 |
|
|
2018
Q1 | $8K | Hold |
84
| – | – | 0.01% | 337 |
|
|
2017
Q4 | $8K | Buy |
+84
| New | +$8K | 0.01% | 346 |
|