BankPlus Trust Department’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	$900K	Buy	2,823 +1,512	+115%	+$482K	0.27%	78
2025 Q1	$353K	Buy	1,311 +83	+7%	+$22.3K	0.12%	115
2024 Q4	$364K	Buy	+1,228	New	+$364K	0.12%	114