Pinnacle Financial Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $45.2M | Buy |
167,534
+2,259
| +1% | +$610K | 0.91% | 21 |
|
2024
Q4 | $48.9M | Sell |
165,275
-389
| -0.2% | -$115K | 0.99% | 19 |
|
2024
Q3 | $44.9M | Buy |
165,664
+1,106
| +0.7% | +$300K | 0.9% | 19 |
|
2024
Q2 | $38.1M | Buy |
164,558
+1,552
| +1% | +$359K | 0.81% | 20 |
|
2024
Q1 | $37.1M | Buy |
163,006
+1,981
| +1% | +$451K | 0.8% | 23 |
|
2023
Q4 | $30.2M | Sell |
161,025
-11,851
| -7% | -$2.22M | 0.72% | 23 |
|
2023
Q3 | $25.8M | Buy |
172,876
+437
| +0.3% | +$65.2K | 0.67% | 36 |
|
2023
Q2 | $30M | Buy |
172,439
+21,609
| +14% | +$3.76M | 0.75% | 26 |
|
2023
Q1 | $24.9M | Buy |
150,830
+30,397
| +25% | +$5.01M | 0.67% | 37 |
|
2022
Q4 | $17.8M | Buy |
120,433
+3,537
| +3% | +$523K | 0.51% | 55 |
|
2022
Q3 | $15.8M | Sell |
116,896
-7,558
| -6% | -$1.02M | 0.57% | 50 |
|
2022
Q2 | $17.3M | Buy |
124,454
+996
| +0.8% | +$138K | 0.61% | 43 |
|
2022
Q1 | $23.1M | Buy |
123,458
+8,859
| +8% | +$1.66M | 0.73% | 34 |
|
2021
Q4 | $18.7M | Buy |
114,599
+9,006
| +9% | +$1.47M | 0.59% | 48 |
|
2021
Q3 | $17.7M | Buy |
105,593
+52,995
| +101% | +$8.88M | 0.62% | 45 |
|
2021
Q2 | $8.69M | Buy |
52,598
+3,377
| +7% | +$558K | 0.35% | 92 |
|
2021
Q1 | $6.92M | Buy |
49,221
+1,227
| +3% | +$173K | 0.31% | 96 |
|
2020
Q4 | $5.76M | Buy |
47,994
+1,395
| +3% | +$167K | 0.28% | 98 |
|
2020
Q3 | $4.67M | Sell |
46,599
-19,814
| -30% | -$1.99M | 0.25% | 108 |
|
2020
Q2 | $6.32M | Buy |
66,413
+666
| +1% | +$63.4K | 0.36% | 84 |
|
2020
Q1 | $5.63M | Buy |
65,747
+3,833
| +6% | +$328K | 0.39% | 82 |
|
2019
Q4 | $7.71M | Buy |
61,914
+5,871
| +10% | +$731K | 0.48% | 63 |
|
2019
Q3 | $6.63M | Buy |
56,043
+1,354
| +2% | +$160K | 0.48% | 64 |
|
2019
Q2 | $6.75M | Buy |
54,689
+1,161
| +2% | +$143K | 0.51% | 60 |
|
2019
Q1 | $5.85M | Buy |
53,528
+2,617
| +5% | +$286K | 0.47% | 62 |
|
2018
Q4 | $4.85M | Buy |
50,911
+3,667
| +8% | +$350K | 0.46% | 65 |
|
2018
Q3 | $5.03M | Buy |
47,244
+628
| +1% | +$66.9K | 0.42% | 71 |
|
2018
Q2 | $4.57M | Buy |
46,616
+3,221
| +7% | +$316K | 0.43% | 69 |
|
2018
Q1 | $4.05M | Sell |
43,395
-732
| -2% | -$68.3K | 0.41% | 75 |
|
2017
Q4 | $4.38M | Buy |
44,127
+4,133
| +10% | +$411K | 0.46% | 60 |
|
2017
Q3 | $3.62M | Sell |
39,994
-2,911
| -7% | -$263K | 0.46% | 67 |
|
2017
Q2 | $3.61M | Sell |
42,905
-3,837
| -8% | -$323K | 0.51% | 62 |
|
2017
Q1 | $3.7M | Buy |
46,742
+1,152
| +3% | +$91.1K | 0.73% | 42 |
|
2016
Q4 | $3.38M | Sell |
45,590
-2,813
| -6% | -$208K | 0.73% | 43 |
|
2016
Q3 | $3.09M | Buy |
48,403
+9
| +0% | +$575 | 0.7% | 40 |
|
2016
Q2 | $3.05M | Buy |
48,394
+2,467
| +5% | +$155K | 0.7% | 42 |
|
2016
Q1 | $2.82M | Buy |
45,927
+9,343
| +26% | +$574K | 0.72% | 42 |
|
2015
Q4 | $2.54M | Sell |
36,584
-9,507
| -21% | -$661K | 0.79% | 38 |
|
2015
Q3 | $3.42M | Buy |
46,091
+7,434
| +19% | +$551K | 1.07% | 27 |
|
2015
Q2 | $3M | Buy |
38,657
+2,399
| +7% | +$186K | 0.95% | 36 |
|
2015
Q1 | $2.83M | Buy |
36,258
+5,678
| +19% | +$443K | 0.95% | 39 |
|
2014
Q4 | $2.85M | Buy |
30,580
+1,008
| +3% | +$93.8K | 0.99% | 35 |
|
2014
Q3 | $2.59M | Buy |
29,572
+939
| +3% | +$82.2K | 0.99% | 34 |
|
2014
Q2 | $2.72M | Sell |
28,633
-942
| -3% | -$89.4K | 1.08% | 31 |
|
2014
Q1 | $2.66M | Buy |
29,575
+131
| +0.4% | +$11.8K | 1.19% | 27 |
|
2013
Q4 | $2.67M | Sell |
29,444
-3,426
| -10% | -$311K | 1.22% | 25 |
|
2013
Q3 | $2.48M | Sell |
32,870
-73
| -0.2% | -$5.51K | 1.23% | 32 |
|
2013
Q2 | $2.46M | Buy |
+32,943
| New | +$2.46M | 1.28% | 28 |
|