Security National Bank’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 | $174K | Hold |
544
| – | – | 0.03% | 129 |
|
|
2025
Q1 | $146K | Sell |
544
-16
| -3% | -$4.31K | 0.03% | 137 |
|
|
2024
Q4 | $166K | Hold |
560
| – | – | 0.02% | 126 |
|
|
2024
Q3 | $152K | Sell |
560
-40
| -7% | -$10.8K | 0.02% | 125 |
|
|
2024
Q2 | $139K | Hold |
600
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $137K | Hold |
600
| – | – | 0.02% | 122 |
|
|
2023
Q4 | $112K | Buy |
+600
| New | +$112K | 0.03% | 138 |
|