Valmark Advisers’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 | $510K | Buy |
1,598
+125
| +8% | +$39.9K | 0.01% | 441 |
|
|
2025
Q1 | $396K | Sell |
1,473
-119
| -7% | -$32K | 0.01% | 462 |
|
|
2024
Q4 | $473K | Buy |
1,592
+328
| +26% | +$97.4K | 0.01% | 428 |
|
|
2024
Q3 | $343K | Sell |
1,264
-33
| -3% | -$8.95K | 0.01% | 475 |
|
|
2024
Q2 | $300K | Buy |
1,297
+120
| +10% | +$27.8K | 0.01% | 471 |
|
|
2024
Q1 | $268K | Buy |
+1,177
| New | +$268K | ﹤0.01% | 475 |
|