Live Oak Private Wealth’s American Express AXP Stock Holding History

Live Oak Private Wealth’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$256K	Sell
2025 Q2	$247K	Sell
2025 Q1	$210K	Hold
2024 Q4	$231K	Buy
2024 Q3	$210K	Buy