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Provenance Wealth Advisors’s American Express AXP Stock Holding History

Provenance Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$801K Sell
2,649
-5
-0.2% -$1.68K 0.08% 48
2025
Q4 		$982K Sell
2,654
-10
-0.4% -$3.58K 0.11% 45
2025
Q3 		$885K Hold
2,664
– – 0.11% 42
2025
Q2 		$850K Sell
2,664
-30
-1% -$8.44K 0.12% 43
2025
Q1 		$725K Sell
2,694
-579
-18% -$171K 0.1% 48
2024
Q4 		$971K Sell
3,273
-5,728
-64% -$1.65M 0.13% 52
2024
Q3 		$2.44M Sell
9,001
-71
-0.8% -$17.7K 0.31% 26
2024
Q2 		$2.1M Sell
9,072
-60
-0.7% -$13.9K 0.29% 25
2024
Q1 		$2.08M Buy
9,132
+11
+0.1% +$2.28K 0.29% 24
2023
Q4 		$1.71M Buy
9,121
+263
+3% +$42.3K 0.23% 30
2023
Q3 		$1.32M Buy
+8,858
New +$1.45M 0.21% 34

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM