PWMAG
Pinnacle Wealth Management Advisory Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.89M | Buy |
24,725
+334
| +1% | +$107K | 0.65% | 37 |
|
|
2025
Q1 | $6.56M | Buy |
24,391
+867
| +4% | +$233K | 0.61% | 37 |
|
|
2024
Q4 | $6.98M | Sell |
23,524
-181
| -0.8% | -$53.7K | 0.65% | 33 |
|
|
2024
Q3 | $6.43M | Buy |
23,705
+377
| +2% | +$102K | 0.61% | 37 |
|
|
2024
Q2 | $5.4M | Buy |
23,328
+15
| +0.1% | +$3.47K | 0.56% | 41 |
|
|
2024
Q1 | $5.31M | Sell |
23,313
-84
| -0.4% | -$19.1K | 0.57% | 39 |
|
|
2023
Q4 | $4.38M | Sell |
23,397
-69
| -0.3% | -$12.9K | 0.51% | 46 |
|
|
2023
Q3 | $3.5M | Sell |
23,466
-657
| -3% | -$98K | 0.45% | 56 |
|
|
2023
Q2 | $4.2M | Sell |
24,123
-1,131
| -4% | -$197K | 0.52% | 47 |
|
|
2023
Q1 | $4.17M | Buy |
25,254
+215
| +0.9% | +$35.5K | 0.56% | 47 |
|
|
2022
Q4 | $3.7M | Buy |
25,039
+859
| +4% | +$127K | 0.56% | 48 |
|
|
2022
Q3 | $3.26M | Sell |
24,180
-2,590
| -10% | -$349K | 0.54% | 50 |
|
|
2022
Q2 | $3.71M | Buy |
26,770
+189
| +0.7% | +$26.2K | 0.6% | 48 |
|
|
2022
Q1 | $4.97M | Buy |
26,581
+563
| +2% | +$105K | 0.72% | 34 |
|
|
2021
Q4 | $4.26M | Buy |
26,018
+14,434
| +125% | +$2.36M | 0.7% | 36 |
|
|
2021
Q3 | $1.94M | Sell |
11,584
-185
| -2% | -$31K | 0.45% | 60 |
|
|
2021
Q2 | $1.95M | Buy |
11,769
+215
| +2% | +$35.5K | 0.46% | 57 |
|
|
2021
Q1 | $1.63M | Sell |
11,554
-1,765
| -13% | -$250K | 0.46% | 56 |
|
|
2020
Q4 | $1.61M | Sell |
13,319
-2,040
| -13% | -$247K | 0.49% | 56 |
|
|
2020
Q3 | $1.54M | Sell |
15,359
-965
| -6% | -$96.8K | 0.54% | 51 |
|
|
2020
Q2 | $1.55M | Buy |
16,324
+486
| +3% | +$46.3K | 0.58% | 48 |
|
|
2020
Q1 | $1.36M | Buy |
15,838
+845
| +6% | +$72.3K | 0.66% | 39 |
|
|
2019
Q4 | $1.87M | Buy |
14,993
+65
| +0.4% | +$8.09K | 0.7% | 38 |
|
|
2019
Q3 | $1.77M | Buy |
14,928
+225
| +2% | +$26.6K | 0.74% | 39 |
|
|
2019
Q2 | $1.82M | Sell |
14,703
-480
| -3% | -$59.3K | 0.77% | 35 |
|
|
2019
Q1 | $1.66M | Buy |
15,183
+1,010
| +7% | +$110K | 0.75% | 38 |
|
|
2018
Q4 | $1.35M | Sell |
14,173
-195
| -1% | -$18.6K | 0.73% | 39 |
|
|
2018
Q3 | $1.53M | Sell |
14,368
-150
| -1% | -$16K | 0.76% | 37 |
|
|
2018
Q2 | $1.42M | Buy |
14,518
+1,025
| +8% | +$100K | 0.77% | 35 |
|
|
2018
Q1 | $1.26M | Sell |
13,493
-800
| -6% | -$74.6K | 0.71% | 42 |
|
|
2017
Q4 | $1.42M | Sell |
14,293
-155
| -1% | -$15.4K | 0.78% | 36 |
|
|
2017
Q3 | $1.31M | Buy |
14,448
+150
| +1% | +$13.6K | 0.76% | 38 |
|
|
2017
Q2 | $1.2M | Buy |
14,298
+498
| +4% | +$41.9K | 0.75% | 44 |
|
|
2017
Q1 | $1.09M | Sell |
13,800
-390
| -3% | -$30.9K | 0.75% | 43 |
|
|
2016
Q4 | $1.05M | Buy |
+14,190
| New | +$1.05M | 0.75% | 45 |
|
|
2015
Q2 | – | Sell |
-6,200
| Closed | -$484K | – | 101 |
|
|
2015
Q1 | $484K | Sell |
6,200
-100
| -2% | -$7.81K | 0.43% | 66 |
|
|
2014
Q4 | $586K | Buy |
+6,300
| New | +$586K | 0.55% | 60 |
|