Pin Oak Investment Advisors’s American Express AXP Stock Holding History

Pin Oak Investment Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$36K	0.03%	222
2023 Q2	$68K	Hold	388	–	–	0.08%	142
2023 Q1	$64K	Buy	+388	New	+$64.4K	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%	-$14K	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%	+$10.3K	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

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pin Oak Investment Advisors's AXP Position: Q1 2024 in Review

Pin Oak Investment Advisors sold out of American Express (AXP) in Q1 2024, closing a stake of 168 shares — an estimated $31K sold.

Pin Oak Investment Advisors first reported a position in AXP in Q4 2017 and held it in 22 quarters. The position peaked at $68K in Q2 2023. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

Pin Oak Investment Advisors reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
Pin Oak Investment Advisors sold 168 American Express shares in Q1 2024, an estimated $31K.
Pin Oak Investment Advisors first reported a position in American Express in Q4 2017 and held it in 22 quarters.
Pin Oak Investment Advisors's American Express position peaked at $68K in Q2 2023.
2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.