Oak Thistle LLC’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,048
| Closed | -$604K | – | 443 |
|
|
2023
Q3 | $604K | Buy |
+4,048
| New | +$604K | 0.18% | 238 |
|
|
2023
Q2 | – | Sell |
-3,334
| Closed | -$550K | – | 352 |
|
|
2023
Q1 | $550K | Buy |
+3,334
| New | +$550K | 0.32% | 114 |
|
|
2022
Q3 | – | Sell |
-2,304
| Closed | -$319K | – | 122 |
|
|
2022
Q2 | $319K | Buy |
2,304
+46
| +2% | +$6.37K | 0.62% | 57 |
|
|
2022
Q1 | $422K | Buy |
+2,258
| New | +$422K | 0.22% | 206 |
|