Central Valley Advisors’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-967	Closed	-$287K	–	125
2024 Q4	$287K	Hold	967	–	–	0.13%	114
2024 Q3	$262K	Buy	+967	New	+$262K	0.15%	111
2024 Q2	–	Sell	-1,007	Closed	-$229K	–	142
2024 Q1	$229K	Buy	+1,007	New	+$229K	0.12%	135