Deroy & Devereaux Private Investment Counsel’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 | $839K | Buy |
2,629
+250
| +11% | +$79.8K | 0.05% | 119 |
|
|
2025
Q1 | $640K | Hold |
2,379
| – | – | 0.04% | 121 |
|
|
2024
Q4 | $706K | Buy |
2,379
+29
| +1% | +$8.61K | 0.04% | 119 |
|
|
2024
Q3 | $637K | Hold |
2,350
| – | – | 0.04% | 122 |
|
|
2024
Q2 | $544K | Hold |
2,350
| – | – | 0.03% | 125 |
|
|
2024
Q1 | $535K | Hold |
2,350
| – | – | 0.03% | 131 |
|
|
2023
Q4 | $440K | Buy |
2,350
+150
| +7% | +$28.1K | 0.03% | 134 |
|
|
2023
Q3 | $328K | Hold |
2,200
| – | – | 0.02% | 151 |
|
|
2023
Q2 | $383K | Hold |
2,200
| – | – | 0.03% | 145 |
|
|
2023
Q1 | $363K | Hold |
2,200
| – | – | 0.03% | 117 |
|
|
2022
Q4 | $325K | Buy |
2,200
+500
| +29% | +$73.9K | 0.03% | 120 |
|
|
2022
Q3 | $229K | Hold |
1,700
| – | – | 0.02% | 130 |
|
|
2022
Q2 | $236K | Sell |
1,700
-200
| -11% | -$27.8K | 0.02% | 130 |
|
|
2022
Q1 | $355K | Buy |
1,900
+500
| +36% | +$93.4K | 0.03% | 124 |
|
|
2021
Q4 | $229K | Hold |
1,400
| – | – | 0.02% | 142 |
|
|
2021
Q3 | $235K | Hold |
1,400
| – | – | 0.02% | 140 |
|
|
2021
Q2 | $231K | Buy |
+1,400
| New | +$231K | 0.02% | 142 |
|