Provence Wealth Management Group

SEC CIK: 0001925991
Latest filing: Feb 6, 2024

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Provence Wealth Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overview All 13F holders of AXP Full Q4 2023 holdings

Shares (Q4 2023): 2,937
Value: $550.2K
% of portfolio: 0.3%
Quarters held: 5; Since Q4 2022

Holdings of AXP by Provence Wealth Management Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	2,937	$550.2K	0.3%	+258+9.6%	Added	Holders
Q3 2023	2,679	$399.7K	0.2%	+493+22.6%	Added	Holders
Q2 2023	2,186	$380.8K	0.2%	+24+1.1%	Added	Holders
Q1 2023	2,162	$356.6K	0.2%	+460+27.0%	Added	Holders
Q4 2022	1,702	$251.5K	0.2%	+1,702	New	Holders