Pinnacle Advisory Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,343
| Closed | -$261K | – | 114 |
|
|
2015
Q1 | $261K | Hold |
3,343
| – | – | 0.02% | 117 |
|
|
2014
Q4 | $311K | Sell |
3,343
-54
| -2% | -$5.02K | 0.03% | 103 |
|
|
2014
Q3 | $297K | Hold |
3,397
| – | – | 0.04% | 90 |
|
|
2014
Q2 | $322K | Sell |
3,397
-45
| -1% | -$4.27K | 0.04% | 87 |
|
|
2014
Q1 | $309K | Buy |
3,442
+302
| +10% | +$27.1K | 0.03% | 78 |
|
|
2013
Q4 | $284K | Buy |
3,140
+45
| +1% | +$4.07K | 0.03% | 69 |
|
|
2013
Q3 | $233K | Buy |
3,095
+300
| +11% | +$22.6K | 0.03% | 85 |
|
|
2013
Q2 | $209K | Buy |
+2,795
| New | +$209K | 0.03% | 79 |
|