Pinnacle Wealth Planning Services’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
Q2 | $877K | Buy |
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|
2025
Q1 | $737K | Sell |
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|
2024
Q4 | $835K | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $993K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $860K | Sell |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $850K | Sell |
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|
2023
Q1 | $835K | Sell |
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|
2022
Q4 | $760K | Buy |
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|
2022
Q3 | $600K | Buy |
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|
2022
Q2 | $590K | Sell |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q3 | $722K | Buy |
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|
2021
Q2 | $708K | Sell |
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|
2021
Q1 | $607K | Buy |
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|
2020
Q4 | $464K | Sell |
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|
2020
Q3 | $488K | Buy |
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|
2020
Q2 | $419K | Buy |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $451K | Buy |
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|
2019
Q3 | $351K | Buy |
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|
2019
Q2 | $267K | Buy |
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|
2019
Q1 | $218K | Sell |
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|
2018
Q4 | $238K | Sell |
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|
2018
Q3 | $281K | Buy |
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|
2018
Q2 | $256K | Buy |
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|
2018
Q1 | $234K | Buy |
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