American Express Company shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in American Express Company
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Download as csvQuarterly reported holdings in American Express Company by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.5M | 26k | 332.15 |
| 2025-06-30 | $7.9M | 25k | 318.98 |
| 2025-03-31 | $6.6M | 24k | 269.05 |
| 2024-12-31 | $7.0M | 24k | 296.79 |
| 2024-09-30 | $6.4M | 24k | 271.20 |
| 2024-06-30 | $5.4M | 23k | 231.55 |
| 2024-03-31 | $5.3M | 23k | 227.69 |
| 2023-12-31 | $4.4M | 23k | 187.34 |
| 2023-09-30 | $3.5M | 24k | 149.19 |
| 2023-06-30 | $4.2M | 24k | 174.20 |
| 2023-03-31 | $4.2M | 25k | 164.95 |
| 2022-12-31 | $3.7M | 25k | 147.75 |
| 2022-09-30 | $3.3M | 24k | 134.90 |
| 2022-06-30 | $3.7M | 27k | 138.63 |
| 2022-03-31 | $5.0M | 27k | 187.01 |
| 2021-12-31 | $4.3M | 26k | 163.62 |
| 2021-09-30 | $1.9M | 12k | 167.56 |
| 2021-06-30 | $1.9M | 12k | 165.26 |
| 2021-03-31 | $1.6M | 12k | 141.42 |
| 2020-12-31 | $1.6M | 13k | 120.88 |
| 2020-09-30 | $1.5M | 15k | 100.27 |
| 2020-06-30 | $1.6M | 16k | 95.20 |
| 2020-03-31 | $1.4M | 16k | 85.62 |
| 2019-12-31 | $1.9M | 15k | 124.46 |
| 2019-09-30 | $1.8M | 15k | 118.30 |
| 2019-06-30 | $1.8M | 15k | 123.44 |
| 2019-03-31 | $1.7M | 15k | 109.33 |
| 2018-12-31 | $1.4M | 14k | 95.32 |
| 2018-09-30 | $1.5M | 14k | 106.49 |
| 2018-06-30 | $1.4M | 15k | 98.02 |
| 2018-03-31 | $1.3M | 14k | 93.31 |
| 2017-12-31 | $1.4M | 14k | 99.28 |
| 2017-09-30 | $1.3M | 14k | 90.46 |
| 2017-06-30 | $1.2M | 14k | 84.21 |
| 2017-03-31 | $1.1M | 14k | 79.13 |
| 2016-12-31 | $1.1M | 14k | 74.07 |
| 2015-03-31 | $484k | 6.2k | 78.06 |
| 2014-12-31 | $586k | 6.3k | 93.02 |
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