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Values First Advisors’s American Express AXP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$892K Buy
2,796
+970
+53% +$309K 0.49% 59
2025
Q1
$490K Buy
1,826
+619
+51% +$166K 0.29% 96
2024
Q4
$358K Buy
+1,207
New +$358K 0.2% 121