OGC
Oak Grove Capital’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,905
| Closed | -$732K | – | 45 |
|
|
2023
Q4 | $732K | Hold |
3,905
| – | – | 0.19% | 32 |
|
|
2023
Q3 | $583K | Sell |
3,905
-1,014
| -21% | -$151K | 0.2% | 31 |
|
|
2023
Q2 | $857K | Buy |
4,919
+15
| +0.3% | +$2.61K | 0.29% | 28 |
|
|
2023
Q1 | $809K | Buy |
+4,904
| New | +$809K | 0.33% | 25 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$16K | – | 66 |
|
|
2018
Q3 | $16K | Hold |
150
| – | – | 0.01% | 103 |
|
|
2018
Q2 | $15K | Hold |
150
| – | – | 0.02% | 99 |
|
|
2018
Q1 | $14K | Buy |
+150
| New | +$14K | 0.02% | 105 |
|