Provenance Wealth 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
Q2 | $850K | Sell |
2,664
-30
| -1% | -$9.57K | 0.12% | 43 |
|
|
2025
Q1 | $725K | Sell |
2,694
-579
| -18% | -$156K | 0.1% | 48 |
|
|
2024
Q4 | $971K | Sell |
3,273
-5,728
| -64% | -$1.7M | 0.13% | 52 |
|
|
2024
Q3 | $2.44M | Sell |
9,001
-71
| -0.8% | -$19.3K | 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% | +$2.51K | 0.29% | 24 |
|
|
2023
Q4 | $1.71M | Buy |
9,121
+263
| +3% | +$49.3K | 0.23% | 30 |
|
|
2023
Q3 | $1.32M | Buy |
+8,858
| New | +$1.32M | 0.21% | 34 |
|