OCM
Objective Capital Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,551
| Closed | -$460K | – | 83 |
|
|
2024
Q4 | $460K | Sell |
1,551
-185
| -11% | -$54.9K | 0.31% | 65 |
|
|
2024
Q3 | $471K | Buy |
+1,736
| New | +$471K | 0.28% | 77 |
|
|
2024
Q1 | $329K | Buy |
1,443
+23
| +2% | +$5.24K | 0.22% | 96 |
|
|
2023
Q4 | $266K | Buy |
+1,420
| New | +$266K | 0.2% | 96 |
|