Duncker Streett & Co’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Hold |
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|
2025
Q1 | $700K | Hold |
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|
2024
Q4 | $772K | Hold |
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|
2024
Q3 | $705K | Buy |
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|
2024
Q2 | $590K | Hold |
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|
2024
Q1 | $581K | Hold |
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|
2023
Q4 | $478K | Hold |
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|
2023
Q3 | $380K | Hold |
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|
2023
Q2 | $444K | Hold |
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|
2023
Q1 | $421K | Hold |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $344K | Hold |
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|
2022
Q2 | $353K | Hold |
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|
2022
Q1 | $477K | Hold |
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|
2021
Q4 | $417K | Hold |
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|
2021
Q3 | $427K | Hold |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $375K | Hold |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $310K | Hold |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $455K | Hold |
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|
2019
Q4 | $662K | Hold |
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|
2019
Q3 | $629K | Hold |
|
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|
2019
Q2 | $656K | Hold |
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|
2019
Q1 | $581K | Hold |
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|
2018
Q4 | $507K | Sell |
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|
2018
Q3 | $598K | Hold |
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|
2018
Q2 | $551K | Hold |
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|
2018
Q1 | $524K | Hold |
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|
2017
Q4 | $557K | Hold |
|
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|
2017
Q3 | $508K | Hold |
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|
2017
Q2 | $473K | Hold |
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|
2017
Q1 | $444K | Hold |
|
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|
2016
Q4 | $416K | Buy |
|
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|
2016
Q3 | $329K | Hold |
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|
2016
Q2 | $312K | Buy |
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|
2016
Q1 | $309K | Hold |
|
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|
2015
Q4 | $351K | Hold |
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|
2015
Q3 | $373K | Hold |
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|
2015
Q2 | $392K | Buy |
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|
2015
Q1 | $383K | Sell |
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|
2014
Q4 | $458K | Hold |
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|
2014
Q3 | $431K | Buy |
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|
2014
Q2 | $442K | Hold |
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|
2014
Q1 | $419K | Hold |
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|
2013
Q4 | $423K | Buy |
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|
2013
Q3 | $350K | Hold |
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|
2013
Q2 | $346K | Buy |
|