Valmark Advisers’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$536K Buy
2025
Q2
$510K Buy
2025
Q1
$396K Sell
2024
Q4
$473K Buy
2024
Q3
$343K Sell
2024
Q2
$300K Buy
2024
Q1
$268K Buy