Live Oak Private Wealth’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	$247K	Sell	773 -6	-0.8%	-$1.91K	0.04%	168
2025 Q1	$210K	Hold	779	–	–	0.03%	177
2024 Q4	$231K	Buy	779 +6	+0.8%	+$1.78K	0.04%	163
2024 Q3	$210K	Buy	+773	New	+$210K	0.03%	167