Pinnacle Wealth Management’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 |
8,890
+7,635
| +608% | +$2.44M | 2.37% | 13 |
|
|
2025
Q1 | $338K | Sell |
1,255
-7,209
| -85% | -$1.94M | 0.38% | 59 |
|
|
2024
Q4 | $2.51M | Sell |
8,464
-82
| -1% | -$24.3K | 2.8% | 13 |
|
|
2024
Q3 | $2.32M | Sell |
8,546
-236
| -3% | -$64K | 2.77% | 18 |
|
|
2024
Q2 | $2.03M | Buy |
8,782
+301
| +4% | +$69.7K | 2.54% | 19 |
|
|
2024
Q1 | $1.93M | Buy |
+8,481
| New | +$1.93M | 2.01% | 22 |
|
|
2023
Q4 | – | Sell |
-9,562
| Closed | -$1.43M | – | 33 |
|
|
2023
Q3 | $1.43M | Sell |
9,562
-580
| -6% | -$86.5K | 1.73% | 32 |
|
|
2023
Q2 | $1.77M | Buy |
+10,142
| New | +$1.77M | 1.78% | 23 |
|
|
2022
Q4 | $1.7M | Sell |
11,510
-591
| -5% | -$87.3K | 2.05% | 15 |
|
|
2022
Q3 | $1.63M | Buy |
12,101
+250
| +2% | +$33.7K | 1.98% | 26 |
|
|
2022
Q2 | $1.64M | Buy |
11,851
+499
| +4% | +$69.2K | 2.31% | 27 |
|
|
2022
Q1 | $2.12M | Sell |
11,352
-1,272
| -10% | -$238K | 2.48% | 16 |
|
|
2021
Q4 | $2.07M | Buy |
+12,624
| New | +$2.07M | 1.77% | 28 |
|