Pinnacle Private Wealth’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$304K Sell
2,192
-189
-8% -$26.2K 0.12% 197
2022
Q1
$445K Sell
2,381
-93
-4% -$17.4K 0.14% 171
2021
Q4
$405K Buy
+2,474
New +$405K 0.13% 173