Pinnacle Wealth Planning Services’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 | $877K | Buy |
2,748
+8
| +0.3% | +$2.55K | 0.12% | 105 |
|
|
2025
Q1 | $737K | Sell |
2,740
-72
| -3% | -$19.4K | 0.11% | 108 |
|
|
2024
Q4 | $835K | Sell |
2,812
-1,218
| -30% | -$361K | 0.13% | 96 |
|
|
2024
Q3 | $1.09M | Sell |
4,030
-257
| -6% | -$69.7K | 0.15% | 92 |
|
|
2024
Q2 | $993K | Sell |
4,287
-300
| -7% | -$69.5K | 0.14% | 93 |
|
|
2024
Q1 | $1.04M | Sell |
4,587
-6
| -0.1% | -$1.37K | 0.15% | 96 |
|
|
2023
Q4 | $860K | Sell |
4,593
-100
| -2% | -$18.7K | 0.14% | 105 |
|
|
2023
Q3 | $700K | Sell |
4,693
-184
| -4% | -$27.5K | 0.12% | 114 |
|
|
2023
Q2 | $850K | Sell |
4,877
-186
| -4% | -$32.4K | 0.14% | 102 |
|
|
2023
Q1 | $835K | Sell |
5,063
-81
| -2% | -$13.4K | 0.14% | 110 |
|
|
2022
Q4 | $760K | Buy |
5,144
+696
| +16% | +$103K | 0.14% | 106 |
|
|
2022
Q3 | $600K | Buy |
4,448
+190
| +4% | +$25.6K | 0.11% | 116 |
|
|
2022
Q2 | $590K | Sell |
4,258
-239
| -5% | -$33.1K | 0.11% | 129 |
|
|
2022
Q1 | $841K | Buy |
4,497
+93
| +2% | +$17.4K | 0.15% | 106 |
|
|
2021
Q4 | $721K | Buy |
4,404
+96
| +2% | +$15.7K | 0.14% | 105 |
|
|
2021
Q3 | $722K | Buy |
4,308
+26
| +0.6% | +$4.36K | 0.16% | 98 |
|
|
2021
Q2 | $708K | Sell |
4,282
-13
| -0.3% | -$2.15K | 0.16% | 92 |
|
|
2021
Q1 | $607K | Buy |
4,295
+456
| +12% | +$64.4K | 0.16% | 100 |
|
|
2020
Q4 | $464K | Sell |
3,839
-1,024
| -21% | -$124K | 0.11% | 120 |
|
|
2020
Q3 | $488K | Buy |
4,863
+459
| +10% | +$46.1K | 0.16% | 100 |
|
|
2020
Q2 | $419K | Buy |
4,404
+1,543
| +54% | +$147K | 0.14% | 122 |
|
|
2020
Q1 | $244K | Sell |
2,861
-768
| -21% | -$65.5K | 0.12% | 160 |
|
|
2019
Q4 | $451K | Buy |
3,629
+660
| +22% | +$82K | 0.21% | 103 |
|
|
2019
Q3 | $351K | Buy |
2,969
+805
| +37% | +$95.2K | 0.19% | 104 |
|
|
2019
Q2 | $267K | Buy |
2,164
+167
| +8% | +$20.6K | 0.16% | 130 |
|
|
2019
Q1 | $218K | Sell |
1,997
-504
| -20% | -$55K | 0.15% | 137 |
|
|
2018
Q4 | $238K | Sell |
2,501
-140
| -5% | -$13.3K | 0.15% | 112 |
|
|
2018
Q3 | $281K | Buy |
2,641
+26
| +1% | +$2.77K | 0.26% | 127 |
|
|
2018
Q2 | $256K | Buy |
2,615
+116
| +5% | +$11.4K | 0.25% | 130 |
|
|
2018
Q1 | $234K | Buy |
+2,499
| New | +$234K | 0.24% | 141 |
|