Pinnacle Summer Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $220K | Buy |
3,155
+2,446
| +345% | +$171K | 0.03% | 204 |
|
|
2015
Q3 | $53K | Sell |
709
-3,821
| -84% | -$286K | 0.01% | 478 |
|
|
2015
Q2 | $352K | Buy |
4,530
+4,256
| +1,553% | +$331K | 0.07% | 141 |
|
|
2015
Q1 | $22K | Buy |
274
+45
| +20% | +$3.61K | ﹤0.01% | 634 |
|
|
2014
Q4 | $20K | Sell |
229
-25
| -10% | -$2.18K | ﹤0.01% | 657 |
|
|
2014
Q3 | $22K | Hold |
254
| – | – | ﹤0.01% | 657 |
|
|
2014
Q2 | $23K | Buy |
254
+80
| +46% | +$7.24K | ﹤0.01% | 624 |
|
|
2014
Q1 | $15K | Buy |
174
+51
| +41% | +$4.4K | ﹤0.01% | 638 |
|
|
2013
Q4 | $11K | Hold |
123
| – | – | ﹤0.01% | 712 |
|
|
2013
Q3 | $9K | Sell |
123
-95
| -44% | -$6.95K | ﹤0.01% | 694 |
|
|
2013
Q2 | $16K | Buy |
+218
| New | +$16K | ﹤0.01% | 533 |
|