First National Bank of Omaha’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,492
| Closed | -$211K | – | 369 |
|
|
2021
Q2 | $211K | Hold |
1,492
| – | – | 0.01% | 351 |
|
|
2021
Q1 | $211K | Sell |
1,492
-198
| -12% | -$28K | 0.01% | 351 |
|
|
2020
Q4 | $204K | Buy |
+1,690
| New | +$204K | 0.01% | 366 |
|
|
2019
Q4 | – | Sell |
-2,189
| Closed | -$259K | – | 348 |
|
|
2019
Q3 | $259K | Sell |
2,189
-70
| -3% | -$8.28K | 0.02% | 308 |
|
|
2019
Q2 | $279K | Sell |
2,259
-650
| -22% | -$80.3K | 0.02% | 300 |
|
|
2019
Q1 | $318K | Buy |
+2,909
| New | +$318K | 0.02% | 283 |
|
|
2015
Q1 | – | Sell |
-3,380
| Closed | -$315K | – | 360 |
|
|
2014
Q4 | $315K | Sell |
3,380
-350
| -9% | -$32.6K | 0.02% | 339 |
|
|
2014
Q3 | $326K | Hold |
3,730
| – | – | 0.02% | 334 |
|
|
2014
Q2 | $354K | Buy |
3,730
+182
| +5% | +$17.3K | 0.03% | 335 |
|
|
2014
Q1 | $319K | Sell |
3,548
-200
| -5% | -$18K | 0.02% | 348 |
|
|
2013
Q4 | $340K | Sell |
3,748
-100
| -3% | -$9.07K | 0.03% | 338 |
|
|
2013
Q3 | $291K | Buy |
3,848
+100
| +3% | +$7.56K | 0.03% | 350 |
|
|
2013
Q2 | $281 | Buy |
+3,748
| New | +$281 | 0.02% | 346 |
|