SDAM
Shulman DeMeo Asset Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
1,427
-132
| -8% | -$42.1K | 0.11% | 67 |
|
|
2025
Q1 | $419K | Buy |
1,559
+5
| +0.3% | +$1.35K | 0.12% | 71 |
|
|
2024
Q4 | $461K | Sell |
1,554
-3
| -0.2% | -$890 | 0.12% | 65 |
|
|
2024
Q3 | $422K | Buy |
1,557
+4
| +0.3% | +$1.09K | 0.1% | 82 |
|
|
2024
Q2 | $360K | Buy |
1,553
+4
| +0.3% | +$926 | 0.09% | 87 |
|
|
2024
Q1 | $353K | Buy |
1,549
+4
| +0.3% | +$911 | 0.09% | 93 |
|
|
2023
Q4 | $289K | Buy |
1,545
+94
| +6% | +$17.6K | 0.08% | 106 |
|
|
2023
Q3 | $217K | Buy |
1,451
+5
| +0.3% | +$746 | 0.07% | 113 |
|
|
2023
Q2 | $252K | Buy |
1,446
+88
| +6% | +$15.3K | 0.08% | 106 |
|
|
2023
Q1 | $224K | Sell |
1,358
-22
| -2% | -$3.63K | 0.07% | 116 |
|
|
2022
Q4 | $204K | Buy |
+1,380
| New | +$204K | 0.07% | 124 |
|
|
2022
Q2 | – | Sell |
-1,371
| Closed | -$256K | – | 137 |
|
|
2022
Q1 | $256K | Buy |
1,371
+3
| +0.2% | +$560 | 0.07% | 118 |
|
|
2021
Q4 | $224K | Sell |
1,368
-3
| -0.2% | -$491 | 0.06% | 135 |
|
|
2021
Q3 | $230K | Buy |
+1,371
| New | +$230K | 0.2% | 73 |
|