Oak Harvest Investment Services’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,394	Closed	-$823K	–	121
2023 Q4	$823K	Sell	4,394 -1,684	-28%	-$315K	0.16%	81
2023 Q3	$907K	Buy	6,078 +2,415	+66%	+$360K	0.19%	68
2023 Q2	$638K	Buy	3,663 +2,010	+122%	+$350K	0.14%	75
2023 Q1	$273K	Buy	+1,653	New	+$273K	0.06%	95