Pinnacle Holdings’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 | $2.84M | Buy |
8,893
+758
| +9% | +$242K | 1.02% | 28 |
|
|
2025
Q1 | $2.19M | Sell |
8,135
-381
| -4% | -$103K | 0.83% | 42 |
|
|
2024
Q4 | $2.53M | Sell |
8,516
-532
| -6% | -$158K | 0.95% | 31 |
|
|
2024
Q3 | $2.45M | Sell |
9,048
-58
| -0.6% | -$15.7K | 0.96% | 32 |
|
|
2024
Q2 | $2.11M | Sell |
9,106
-245
| -3% | -$56.7K | 0.86% | 36 |
|
|
2024
Q1 | $2.13M | Sell |
9,351
-785
| -8% | -$179K | 0.86% | 39 |
|
|
2023
Q4 | $1.9M | Sell |
10,136
-80
| -0.8% | -$15K | 0.78% | 43 |
|
|
2023
Q3 | $1.52M | Sell |
10,216
-1,483
| -13% | -$221K | 0.71% | 52 |
|
|
2023
Q2 | $2.04M | Buy |
11,699
+604
| +5% | +$105K | 0.91% | 34 |
|
|
2023
Q1 | $1.83M | Sell |
11,095
-31
| -0.3% | -$5.11K | 0.85% | 39 |
|
|
2022
Q4 | $1.64M | Sell |
11,126
-1,618
| -13% | -$239K | 0.74% | 50 |
|
|
2022
Q3 | $1.72M | Buy |
12,744
+128
| +1% | +$17.3K | 0.81% | 43 |
|
|
2022
Q2 | $1.75M | Buy |
12,616
+141
| +1% | +$19.5K | 0.8% | 42 |
|
|
2022
Q1 | $2.33M | Buy |
12,475
+1,199
| +11% | +$224K | 0.92% | 33 |
|
|
2021
Q4 | $1.84M | Buy |
11,276
+28
| +0.2% | +$4.58K | 0.78% | 43 |
|
|
2021
Q3 | $1.88M | Sell |
11,248
-285
| -2% | -$47.7K | 0.83% | 41 |
|
|
2021
Q2 | $1.91M | Sell |
11,533
-53
| -0.5% | -$8.76K | 0.88% | 36 |
|
|
2021
Q1 | $1.64M | Sell |
11,586
-28
| -0.2% | -$3.96K | 0.76% | 51 |
|
|
2020
Q4 | $1.4M | Sell |
11,614
-245
| -2% | -$29.6K | 0.74% | 49 |
|
|
2020
Q3 | $1.19M | Sell |
11,859
-8,229
| -41% | -$825K | 0.69% | 53 |
|
|
2020
Q2 | $1.91M | Buy |
20,088
+179
| +0.9% | +$17K | 0.91% | 35 |
|
|
2020
Q1 | $1.7M | Buy |
19,909
+1,179
| +6% | +$101K | 0.98% | 34 |
|
|
2019
Q4 | $2.33M | Sell |
18,730
-6
| -0% | -$747 | 0.88% | 39 |
|
|
2019
Q3 | $2.22M | Sell |
18,736
-82
| -0.4% | -$9.7K | 0.84% | 41 |
|
|
2019
Q2 | $2.32M | Sell |
18,818
-177
| -0.9% | -$21.8K | 0.86% | 43 |
|
|
2019
Q1 | $2.08M | Sell |
18,995
-31
| -0.2% | -$3.39K | 0.78% | 48 |
|
|
2018
Q4 | $1.81M | Buy |
19,026
+57
| +0.3% | +$5.43K | 0.75% | 52 |
|
|
2018
Q3 | $2.02M | Sell |
18,969
-60
| -0.3% | -$6.39K | 0.7% | 52 |
|
|
2018
Q2 | $1.86M | Sell |
19,029
-386
| -2% | -$37.8K | 0.65% | 55 |
|
|
2018
Q1 | $1.81M | Buy |
19,415
+2,905
| +18% | +$271K | 0.68% | 54 |
|
|
2017
Q4 | $1.64M | Buy |
16,510
+42
| +0.3% | +$4.17K | 0.6% | 66 |
|
|
2017
Q3 | $1.49M | Buy |
16,468
+1,145
| +7% | +$104K | 0.55% | 68 |
|
|
2017
Q2 | $1.29M | Buy |
15,323
+1,585
| +12% | +$134K | 0.5% | 76 |
|
|
2017
Q1 | $1.09M | Sell |
13,738
-167
| -1% | -$13.2K | 0.42% | 85 |
|
|
2016
Q4 | $1.03M | Sell |
13,905
-969
| -7% | -$71.8K | 0.4% | 94 |
|
|
2016
Q3 | $953K | Sell |
14,874
-177
| -1% | -$11.3K | 0.37% | 94 |
|
|
2016
Q2 | $914K | Sell |
15,051
-42
| -0.3% | -$2.55K | 0.39% | 96 |
|
|
2016
Q1 | $927K | Sell |
15,093
-69
| -0.5% | -$4.24K | 0.44% | 86 |
|
|
2015
Q4 | $1.05M | Sell |
15,162
-207
| -1% | -$14.4K | 0.49% | 69 |
|
|
2015
Q3 | $1.14M | Buy |
15,369
+260
| +2% | +$19.3K | 0.49% | 71 |
|
|
2015
Q2 | $1.17M | Sell |
15,109
-405
| -3% | -$31.5K | 0.43% | 75 |
|
|
2015
Q1 | $1.21M | Sell |
15,514
-253
| -2% | -$19.8K | 0.44% | 73 |
|
|
2014
Q4 | $1.47M | Sell |
15,767
-472
| -3% | -$43.9K | 0.48% | 67 |
|
|
2014
Q3 | $1.42M | Buy |
16,239
+2,896
| +22% | +$254K | 0.37% | 67 |
|
|
2014
Q2 | $1.27M | Sell |
13,343
-281
| -2% | -$26.7K | 0.31% | 70 |
|
|
2014
Q1 | $1.23M | Buy |
13,624
+687
| +5% | +$61.9K | 0.34% | 72 |
|
|
2013
Q4 | $1.17M | Sell |
12,937
-789
| -6% | -$71.6K | 0.34% | 73 |
|
|
2013
Q3 | $1.04M | Sell |
13,726
-648
| -5% | -$48.9K | 0.33% | 72 |
|
|
2013
Q2 | $1.07M | Buy |
+14,374
| New | +$1.07M | 0.34% | 78 |
|