Pinnacle Wealth Management Advisory Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.47M | Buy |
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|
2025
Q2 | $7.89M | Buy |
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|
2025
Q1 | $6.56M | Buy |
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|
2024
Q4 | $6.98M | Sell |
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|
2024
Q3 | $6.43M | Buy |
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|
2024
Q2 | $5.4M | Buy |
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|
2024
Q1 | $5.31M | Sell |
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|
2023
Q4 | $4.38M | Sell |
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|
2023
Q3 | $3.5M | Sell |
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|
2023
Q2 | $4.2M | Sell |
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|
2023
Q1 | $4.17M | Buy |
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|
2022
Q4 | $3.7M | Buy |
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|
2022
Q3 | $3.26M | Sell |
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|
2022
Q2 | $3.71M | Buy |
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|
2022
Q1 | $4.97M | Buy |
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|
2021
Q4 | $4.26M | Buy |
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|
2021
Q3 | $1.94M | Sell |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $1.63M | Sell |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.54M | Sell |
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|
2020
Q2 | $1.55M | Buy |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q3 | $1.77M | Buy |
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|
2019
Q2 | $1.81M | Sell |
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|
2019
Q1 | $1.66M | Buy |
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|
2018
Q4 | $1.35M | Sell |
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|
2018
Q3 | $1.53M | Sell |
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|
2018
Q2 | $1.42M | Buy |
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|
2018
Q1 | $1.26M | Sell |
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|
2017
Q4 | $1.42M | Sell |
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|
2017
Q3 | $1.31M | Buy |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.05M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $484K | Sell |
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|
2014
Q4 | $586K | Buy |
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