Pinnacle Bancorp’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.8K | Hold |
294
| – | – | 0.03% | 327 |
|
|
2025
Q1 | $79.1K | Hold |
294
| – | – | 0.03% | 338 |
|
|
2024
Q4 | $87.3K | Sell |
294
-90
| -23% | -$26.7K | 0.03% | 331 |
|
|
2024
Q3 | $104K | Hold |
384
| – | – | 0.03% | 293 |
|
|
2024
Q2 | $88.9K | Hold |
384
| – | – | 0.03% | 302 |
|
|
2024
Q1 | $87.4K | Buy |
384
+29
| +8% | +$6.6K | 0.03% | 307 |
|
|
2023
Q4 | $66.5K | Buy |
355
+15
| +4% | +$2.81K | 0.02% | 341 |
|
|
2023
Q3 | $50.7K | Hold |
340
| – | – | 0.02% | 360 |
|
|
2023
Q2 | $59.2K | Sell |
340
-30
| -8% | -$5.23K | 0.02% | 341 |
|
|
2023
Q1 | $61K | Hold |
370
| – | – | 0.02% | 331 |
|
|
2022
Q4 | $55K | Sell |
370
-50
| -12% | -$7.43K | 0.02% | 323 |
|
|
2022
Q3 | $57K | Hold |
420
| – | – | 0.02% | 308 |
|
|
2022
Q2 | $58K | Hold |
420
| – | – | 0.02% | 312 |
|
|
2022
Q1 | $79K | Sell |
420
-20
| -5% | -$3.76K | 0.03% | 275 |
|
|
2021
Q4 | $72K | Sell |
440
-80
| -15% | -$13.1K | 0.03% | 292 |
|
|
2021
Q3 | $87K | Sell |
520
-225
| -30% | -$37.6K | 0.03% | 256 |
|
|
2021
Q2 | $123K | Hold |
745
| – | – | 0.06% | 214 |
|
|
2021
Q1 | $105K | Sell |
745
-200
| -21% | -$28.2K | 0.05% | 227 |
|
|
2020
Q4 | $114K | Hold |
945
| – | – | 0.07% | 210 |
|
|
2020
Q3 | $95K | Sell |
945
-805
| -46% | -$80.9K | 0.07% | 213 |
|
|
2020
Q2 | $167K | Hold |
1,750
| – | – | 0.12% | 151 |
|
|
2020
Q1 | $150K | Hold |
1,750
| – | – | 0.13% | 146 |
|
|
2019
Q4 | $218K | Sell |
1,750
-80
| -4% | -$9.97K | 0.15% | 127 |
|
|
2019
Q3 | $216K | Hold |
1,830
| – | – | 0.12% | 123 |
|
|
2019
Q2 | $226K | Hold |
1,830
| – | – | 0.13% | 119 |
|
|
2019
Q1 | $200K | Hold |
1,830
| – | – | 0.12% | 131 |
|
|
2018
Q4 | $174K | Buy |
+1,830
| New | +$174K | 0.11% | 137 |
|
|
2017
Q1 | $231K | Buy |
+2,919
| New | +$231K | 0.16% | 92 |
|