Pinnacle Wealth Management, LLC AXP Holdings History
Pinnacle Wealth Management, LLC's American Express Co Holding Summary
As of 2025-03-31, Pinnacle Wealth Management, LLC held 1,255.00 shares of American Express Co(AXP), totaling $337,660.00. This investment constitutes 0.38% of their stock portfolio, and Pinnacle Wealth Management, LLC now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2021Q4. And since then Pinnacle Wealth Management, LLC has made 4 purchases of AXP, at an average price of $185.05, for a total of 22,155.00 shares. In addition, there have been 8 sales at an average price of $209.83 for 20,900.00 shares. Based on historical transaction data and AXP's current price of $308.32, Pinnacle Wealth Management, LLC's estimated gain on his AXP holdings is $672,536.48, reflecting a 16.40% gain to date.
Pinnacle Wealth Management, LLC AXP ($308.32) Holding Chart
Pinnacle Wealth Management, LLC AXP ($308.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
