First National Bank of South Miami’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $801K | Sell |
4,600
-752
| -14% | -$131K | 0.64% | 43 |
|
|
2023
Q1 | $883K | Sell |
5,352
-591
| -10% | -$97.5K | 0.7% | 37 |
|
|
2022
Q4 | $878K | Sell |
5,943
-134
| -2% | -$19.8K | 0.66% | 41 |
|
|
2022
Q3 | $820K | Sell |
6,077
-348
| -5% | -$47K | 0.63% | 41 |
|
|
2022
Q2 | $891K | Buy |
6,425
+55
| +0.9% | +$7.63K | 0.61% | 45 |
|
|
2022
Q1 | $1.19M | Buy |
6,370
+333
| +6% | +$62.3K | 0.72% | 32 |
|
|
2021
Q4 | $988K | Buy |
6,037
+139
| +2% | +$22.7K | 0.6% | 43 |
|
|
2021
Q3 | $988K | Buy |
5,898
+150
| +3% | +$25.1K | 0.66% | 36 |
|
|
2021
Q2 | $950K | Buy |
5,748
+74
| +1% | +$12.2K | 0.65% | 40 |
|
|
2021
Q1 | $803K | Buy |
5,674
+800
| +16% | +$113K | 0.61% | 41 |
|
|
2020
Q4 | $589K | Sell |
4,874
-410
| -8% | -$49.5K | 0.51% | 54 |
|
|
2020
Q3 | $530K | Buy |
5,284
+107
| +2% | +$10.7K | 0.5% | 53 |
|
|
2020
Q2 | $493K | Sell |
5,177
-417
| -7% | -$39.7K | 0.53% | 55 |
|
|
2020
Q1 | $479K | Sell |
5,594
-531
| -9% | -$45.5K | 0.6% | 52 |
|
|
2019
Q4 | $763K | Sell |
6,125
-58
| -0.9% | -$7.23K | 0.76% | 44 |
|
|
2019
Q3 | $744K | Sell |
6,183
-10
| -0.2% | -$1.2K | 0.71% | 42 |
|
|
2019
Q2 | $770K | Sell |
6,193
-29
| -0.5% | -$3.61K | 0.72% | 40 |
|
|
2019
Q1 | $680K | Sell |
6,222
-149
| -2% | -$16.3K | 0.65% | 44 |
|
|
2018
Q4 | $655K | Buy |
+6,371
| New | +$655K | 0.64% | 44 |
|