Deane Retirement Strategies’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
11,316
+87
| +0.8% | +$27.7K | 1.62% | 30 |
|
|
2025
Q1 | $3.02M | Buy |
11,229
+246
| +2% | +$66.1K | 1.44% | 25 |
|
|
2024
Q4 | $3.26M | Buy |
10,983
+196
| +2% | +$58.2K | 1.64% | 27 |
|
|
2024
Q3 | $2.93M | Sell |
10,787
-42
| -0.4% | -$11.4K | 1.43% | 31 |
|
|
2024
Q2 | $2.51M | Sell |
10,829
-258
| -2% | -$59.7K | 1.29% | 40 |
|
|
2024
Q1 | $2.52M | Sell |
11,087
-46
| -0.4% | -$10.5K | 1.28% | 36 |
|
|
2023
Q4 | $2.09M | Buy |
11,133
+31
| +0.3% | +$5.81K | 1.14% | 29 |
|
|
2023
Q3 | $1.66M | Buy |
+11,102
| New | +$1.66M | 0.92% | 35 |
|
|
2022
Q2 | – | Sell |
-10,956
| Closed | -$2.05M | – | 54 |
|
|
2022
Q1 | $2.05M | Sell |
10,956
-82
| -0.7% | -$15.4K | 1.13% | 27 |
|
|
2021
Q4 | $1.81M | Buy |
+11,038
| New | +$1.81M | 0.95% | 29 |
|
|
2020
Q1 | – | Sell |
-13,005
| Closed | -$1.62M | – | 63 |
|
|
2019
Q4 | $1.62M | Sell |
13,005
-10,334
| -44% | -$1.29M | 1.11% | 37 |
|
|
2019
Q3 | $2.76M | Buy |
23,339
+936
| +4% | +$111K | 1.97% | 14 |
|
|
2019
Q2 | $2.77M | Buy |
+22,403
| New | +$2.77M | 2.36% | 11 |
|
|
2016
Q2 | – | Sell |
-18,239
| Closed | -$1.12M | – | 48 |
|
|
2016
Q1 | $1.12M | Buy |
+18,239
| New | +$1.12M | 1.05% | 26 |
|