Pinnacle Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $2.95M | Buy |
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|
2025
Q3 | $2.61M | Sell |
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|
2025
Q2 | $2.84M | Buy |
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|
2025
Q1 | $338K | Sell |
|
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|
2024
Q4 | $2.51M | Sell |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.03M | Buy |
|
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|
2024
Q1 | $1.93M | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.77M | Buy |
|
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $2.12M | Sell |
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|
2021
Q4 | $2.06M | Buy |
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