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

Oak Harvest Investment Services’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
2024
Q1 		– Sell
-4,394
Closed -$823K – 122
2023
Q4 		$823K Sell
4,394
-1,684
-28% -$271K 0.16% 81
2023
Q3 		$907K Buy
6,078
+2,415
+66% +$395K 0.19% 68
2023
Q2 		$638K Buy
3,663
+2,010
+122% +$324K 0.14% 75
2023
Q1 		$273K Buy
+1,653
New +$274K 0.06% 95

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Oak Harvest Investment Services's AXP Position: Q1 2024 in Review

Oak Harvest Investment Services sold out of American Express (AXP) in Q1 2024, closing a stake of 4,394 shares — an estimated $823K sold.

Oak Harvest Investment Services first reported a position in AXP in Q1 2023 and held it in 4 quarters. The position peaked at $907K in Q3 2023. 2,308 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Oak Harvest Investment Services reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Oak Harvest Investment Services sold 4,394 American Express shares in Q1 2024, an estimated $823K.
  • Oak Harvest Investment Services first reported a position in American Express in Q1 2023 and held it in 4 quarters.
  • Oak Harvest Investment Services's American Express position peaked at $907K in Q3 2023.
  • 2,308 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Oak Harvest Investment Services's 13F filing for Q1 2024, filed 19 Apr 2024.