Oak Asset Management’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 | $1.19M | Hold |
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|
2025
Q2 | $1.14M | Hold |
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|
2025
Q1 | $963K | Hold |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $971K | Hold |
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|
2024
Q2 | $829K | Hold |
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|
2024
Q1 | $815K | Hold |
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|
2023
Q4 | $671K | Hold |
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|
2023
Q3 | $534K | Buy |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $332K | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $422K | Hold |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $399K | Hold |
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|
2021
Q2 | $373K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $237K | Sell |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $295K | Hold |
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|
2019
Q3 | $280K | Buy |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $256K | Sell |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $253K | Hold |
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|
2018
Q2 | $233K | Hold |
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|
2018
Q1 | $221K | Hold |
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|
2017
Q4 | $236K | Buy |
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