Shulman DeMeo Asset Management’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
Q3 | $474K | Buy |
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|
2025
Q2 | $455K | Sell |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | $289K | Buy |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $230K | Buy |
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