Valicenti Advisory Services’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-15,605
Closed -$3.61M 70
2024
Q2
$3.61M Sell
15,605
-160
-1% -$37K 0.97% 28
2024
Q1
$3.59M Buy
15,765
+1,335
+9% +$304K 1% 30
2023
Q4
$2.7M Buy
+14,430
New +$2.7M 0.82% 33