Provence Wealth Management Group’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$550K	Buy	2,937 +258	+10%	+$48.3K	0.3%	75
2023 Q3	$400K	Buy	2,679 +493	+23%	+$73.6K	0.25%	81
2023 Q2	$381K	Buy	2,186 +24	+1%	+$4.18K	0.22%	87
2023 Q1	$357K	Buy	2,162 +460	+27%	+$75.9K	0.24%	87
2022 Q4	$251K	Buy	+1,702	New	+$251K	0.21%	96