PAI
Pittenger & Anderson Inc’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
21,658
+19,500
| +904% | +$6.22M | 0.25% | 88 |
|
|
2025
Q1 | $581K | Sell |
2,158
-350
| -14% | -$94.2K | 0.02% | 180 |
|
|
2024
Q4 | $744K | Buy |
2,508
+350
| +16% | +$104K | 0.03% | 167 |
|
|
2024
Q3 | $585K | Sell |
2,158
-450
| -17% | -$122K | 0.02% | 178 |
|
|
2024
Q2 | $604K | Buy |
2,608
+508
| +24% | +$118K | 0.02% | 173 |
|
|
2024
Q1 | $478K | Hold |
2,100
| – | – | 0.02% | 182 |
|
|
2023
Q4 | $393K | Buy |
2,100
+850
| +68% | +$159K | 0.02% | 187 |
|
|
2023
Q3 | $186K | Hold |
1,250
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $218K | Hold |
1,250
| – | – | 0.01% | 201 |
|
|
2023
Q1 | $206K | Hold |
1,250
| – | – | 0.01% | 196 |
|
|
2022
Q4 | $185K | Buy |
1,250
+750
| +150% | +$111K | 0.01% | 201 |
|
|
2022
Q3 | $67K | Hold |
500
| – | – | ﹤0.01% | 255 |
|
|
2022
Q2 | $69K | Sell |
500
-11,920
| -96% | -$1.64M | ﹤0.01% | 255 |
|
|
2022
Q1 | $2.32M | Buy |
12,420
+11,920
| +2,384% | +$2.23M | 0.11% | 133 |
|
|
2021
Q4 | $82K | Hold |
500
| – | – | ﹤0.01% | 251 |
|
|
2021
Q3 | $84K | Hold |
500
| – | – | ﹤0.01% | 243 |
|
|
2021
Q2 | $83K | Hold |
500
| – | – | ﹤0.01% | 239 |
|
|
2021
Q1 | $71K | Hold |
500
| – | – | ﹤0.01% | 244 |
|
|
2020
Q4 | $60K | Hold |
500
| – | – | ﹤0.01% | 249 |
|
|
2020
Q3 | $50K | Hold |
500
| – | – | ﹤0.01% | 249 |
|
|
2020
Q2 | $48K | Hold |
500
| – | – | ﹤0.01% | 246 |
|
|
2020
Q1 | $43K | Sell |
500
-321
| -39% | -$27.6K | ﹤0.01% | 243 |
|
|
2019
Q4 | $102K | Hold |
821
| – | – | 0.01% | 246 |
|
|
2019
Q3 | $97K | Buy |
821
+321
| +64% | +$37.9K | 0.01% | 242 |
|
|
2019
Q2 | $62K | Hold |
500
| – | – | ﹤0.01% | 254 |
|
|
2019
Q1 | $55K | Hold |
500
| – | – | ﹤0.01% | 261 |
|
|
2018
Q4 | $48K | Hold |
500
| – | – | ﹤0.01% | 256 |
|
|
2018
Q3 | $53K | Hold |
500
| – | – | ﹤0.01% | 261 |
|
|
2018
Q2 | $49K | Hold |
500
| – | – | ﹤0.01% | 266 |
|
|
2018
Q1 | $47K | Hold |
500
| – | – | ﹤0.01% | 271 |
|
|
2017
Q4 | $50K | Hold |
500
| – | – | ﹤0.01% | 275 |
|
|
2017
Q3 | $45K | Hold |
500
| – | – | ﹤0.01% | 272 |
|
|
2017
Q2 | $42K | Hold |
500
| – | – | ﹤0.01% | 281 |
|
|
2017
Q1 | $40K | Sell |
500
-3,700
| -88% | -$296K | ﹤0.01% | 268 |
|
|
2016
Q4 | $311K | Sell |
4,200
-75
| -2% | -$5.55K | 0.03% | 207 |
|
|
2016
Q3 | $274K | Sell |
4,275
-2,835
| -40% | -$182K | 0.03% | 207 |
|
|
2016
Q2 | $432K | Sell |
7,110
-3,325
| -32% | -$202K | 0.05% | 199 |
|
|
2016
Q1 | $641K | Sell |
10,435
-8,535
| -45% | -$524K | 0.07% | 182 |
|
|
2015
Q4 | $1.32M | Sell |
18,970
-31,390
| -62% | -$2.18M | 0.17% | 143 |
|
|
2015
Q3 | $3.73M | Sell |
50,360
-715
| -1% | -$53K | 0.49% | 49 |
|
|
2015
Q2 | $3.97M | Buy |
51,075
+1,125
| +2% | +$87.4K | 0.51% | 41 |
|
|
2015
Q1 | $3.9M | Buy |
49,950
+3,250
| +7% | +$254K | 0.5% | 44 |
|
|
2014
Q4 | $4.35M | Buy |
46,700
+760
| +2% | +$70.7K | 0.57% | 35 |
|
|
2014
Q3 | $4.02M | Sell |
45,940
-215
| -0.5% | -$18.8K | 0.59% | 34 |
|
|
2014
Q2 | $4.38M | Buy |
46,155
+80
| +0.2% | +$7.59K | 0.64% | 23 |
|
|
2014
Q1 | $4.15M | Sell |
46,075
-4,875
| -10% | -$439K | 0.58% | 26 |
|
|
2013
Q4 | $4.62M | Buy |
50,950
+770
| +2% | +$69.9K | 0.65% | 18 |
|
|
2013
Q3 | $3.79M | Buy |
50,180
+830
| +2% | +$62.7K | 0.61% | 25 |
|
|
2013
Q2 | $3.69M | Buy |
+49,350
| New | +$3.69M | 0.64% | 24 |
|