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
2026 Q2	$476K	Buy	1,408 +5	+0.4%	+$1.6K	0.09%	76
2026 Q1	$424K	Sell	1,403 -8	-0.6%	-$2.68K	0.09%	80
2025 Q4	$522K	Sell	1,411 -17	-1%	-$6.08K	0.12%	62
2025 Q3	$474K	Buy	1,428 +1	+0.1%	+$318	0.11%	68
2025 Q2	$455K	Sell	1,427 -132	-8%	-$37.2K	0.11%	67
2025 Q1	$419K	Buy	1,559 +5	+0.3%	+$1.48K	0.12%	71
2024 Q4	$461K	Sell	1,554 -3	-0.2%	-$862	0.12%	65
2024 Q3	$422K	Buy	1,557 +4	+0.3%	+$996	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%	+$829	0.09%	93
2023 Q4	$289K	Buy	1,545 +94	+6%	+$15.1K	0.08%	106
2023 Q3	$217K	Buy	1,451 +5	+0.3%	+$818	0.07%	113
2023 Q2	$252K	Buy	1,446 +88	+6%	+$14.2K	0.08%	106
2023 Q1	$224K	Sell	1,358 -22	-2%	-$3.65K	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%	+$542	0.07%	118
2021 Q4	$224K	Sell	1,368 -3	-0.2%	-$512	0.06%	135
2021 Q3	$230K	Buy	+1,371	New	+$229K	0.2%	73