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Summit Financial Group Inc

SEC CIK
0000811808
Latest filing
Apr 5, 2024

AXP holding history

American Express Co in every 13F filed by Summit Financial Group Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q1 2024 holdings

Shares (Q1 2024)
2,885
Value
$656.9K
% of portfolio
0.2%
Quarters held
12
Since Q2 2021
Holdings of AXP by Summit Financial Group Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20242,885$656.9K0.2%00.0%UnchangedHolders
Q4 20232,885$540.5K0.2%00.0%UnchangedHolders
Q3 20232,885$430.4K0.2%−1,225−29.8%ReducedHolders
Q2 20234,110$716.0K0.3%00.0%UnchangedHolders
Q1 20234,110$677.9K0.3%00.0%UnchangedHolders
Q4 20224,110$608.0K0.2%+660+19.1%AddedHolders
Q3 20223,450$465.0K0.2%00.0%UnchangedHolders
Q2 20223,450$478.0K0.2%00.0%UnchangedHolders
Q1 20223,450$646.0K0.2%+555+19.2%AddedHolders
Q4 20212,895$473.0K0.2%+250+9.5%AddedHolders
Q3 20212,645$443.0K0.2%00.0%UnchangedHolders
Q2 20212,645$437.0K0.2%+2,645NewHolders