PINNACLE WEALTH PLANNING SERVICES, INC. – American Express Company Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$600,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-2.68%
quarter
American Express Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.46% | 190 shares | 10K | $134.91 | 4.44K |
| Q2 2022 | share | Decrease | -5.31% | -239 shares | -251K | $138.62 | 4.25K |
| Q1 2022 | share | Increase | +2.11% | 93 shares | 120K | $187 | 4.49K |
| Q4 2021 | share | Increase | +2.23% | 96 shares | -1K | $164.16 | 4.40K |
| Q3 2021 | share | Increase | +0.61% | 26 shares | 14K | $167.12 | 4.30K |
| Q2 2021 | share | Decrease | -0.30% | -13 shares | 101K | $164.4 | 4.28K |
| Q1 2021 | share | Increase | +11.88% | 456 shares | 143K | $140.73 | 4.29K |
| Q4 2020 | share | Decrease | -21.06% | -1.02K shares | -24K | $119.52 | 3.83K |
| Q3 2020 | share | Increase | +10.42% | 459 shares | 69K | $98.69 | 4.86K |
| Q2 2020 | share | Increase | +53.93% | 1.54K shares | 175K | $93.3 | 4.40K |
| Q1 2020 | share | Decrease | -21.16% | -768 shares | -207K | $83.43 | 2.86K |
| Q4 2019 | share | Increase | +22.23% | 660 shares | 100K | $120.91 | 3.62K |
| Q3 2019 | share | Increase | +37.20% | 805 shares | 84K | $114.44 | 2.96K |
| Q2 2019 | share | Increase | +8.36% | 167 shares | 49K | $119.06 | 2.16K |
| Q1 2019 | share | Decrease | -20.15% | -504 shares | -20K | $105.05 | 1.99K |
| Q4 2018 | share | Decrease | -5.30% | -140 shares | -43K | $91.23 | 2.50K |
| Q3 2018 | share | Increase | +0.99% | 26 shares | 25K | $101.56 | 2.64K |
| Q2 2018 | share | Increase | +4.64% | 116 shares | 22K | $93.13 | 2.61K |
| Q1 2018 | share | Increase | 0.00% | 2.49K shares | 234K | $88.32 | 2.49K |