First National Bank of South Miami’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$801K Sell
4,600
-752
-14% -$121K 0.64% 43
2023
Q1
$883K Sell
5,352
-591
-10% -$98K 0.7% 37
2022
Q4
$878K Sell
5,943
-134
-2% -$19.9K 0.66% 41
2022
Q3
$820K Sell
6,077
-348
-5% -$52.7K 0.63% 41
2022
Q2
$891K Buy
6,425
+55
+0.9% +$9.09K 0.61% 45
2022
Q1
$1.19M Buy
6,370
+333
+6% +$60.1K 0.72% 32
2021
Q4
$988K Buy
6,037
+139
+2% +$23.7K 0.6% 43
2021
Q3
$988K Buy
5,898
+150
+3% +$25.1K 0.66% 36
2021
Q2
$950K Buy
5,748
+74
+1% +$11.6K 0.65% 40
2021
Q1
$803K Buy
5,674
+800
+16% +$106K 0.61% 41
2020
Q4
$589K Sell
4,874
-410
-8% -$45.4K 0.51% 54
2020
Q3
$530K Buy
5,284
+107
+2% +$10.5K 0.5% 53
2020
Q2
$493K Sell
5,177
-417
-7% -$38.4K 0.53% 55
2020
Q1
$479K Sell
5,594
-531
-9% -$61.8K 0.6% 52
2019
Q4
$763K Sell
6,125
-58
-0.9% -$6.93K 0.76% 44
2019
Q3
$744K Sell
6,183
-10
-0.2% -$1.23K 0.71% 42
2019
Q2
$770K Sell
6,193
-29
-0.5% -$3.41K 0.72% 40
2019
Q1
$680K Sell
6,222
-149
-2% -$15.7K 0.65% 44
2018
Q4
$655K Buy
+6,371
New +$667K 0.64% 44

Other funds holding AXP

First National Bank of South Miami's AXP Position: Q2 2023 in Review

First National Bank of South Miami reduced its American Express (AXP) stake by 14% in Q2 2023, selling an estimated $121K and leaving 4,600 shares worth $801K. The position accounts for 0.64% of the portfolio, ranked #43.

First National Bank of South Miami first reported a position in AXP in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.19M in Q1 2022. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

  • First National Bank of South Miami held 4,600 shares of American Express worth $801K as of Q2 2023.
  • First National Bank of South Miami sold 752 American Express shares in Q2 2023, an estimated $121K.
  • American Express made up 0.64% of First National Bank of South Miami's portfolio in Q2 2023, its #43 holding.
  • First National Bank of South Miami first reported a position in American Express in Q4 2018 and has held it in 19 quarters since.
  • First National Bank of South Miami's American Express position peaked at $1.19M in Q1 2022.
  • 2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.