Ownership history in Dempze Nancy E · 7 quarters on record
This page tracks every 13F SEC filing in which Dempze Nancy E reported a position in AMERICAN EXPRESS (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 8,011 | +2,953 | +58.4% | 1.54% | $3.0M | $369.13 |
| 2025 Q3 | ADDED | 5,058 | +1,599 | +46.2% | 0.92% | $1.7M | $330.59 |
| 2025 Q2 | ADDED | 3,459 | +2,344 | +210.2% | 0.64% | $1.1M | $316.67 |
| 2025 Q1 | ADDED | 1,115 | +115 | +11.5% | 0.18% | $300K | $266.22 |
| 2024 Q4 | UNCHANGED | 1,000 | — | 0% | 0.17% | $297K | $292.98 |
| 2024 Q3 | UNCHANGED | 1,000 | — | 0% | 0.15% | $271K | $267.02 |
| 2024 Q2 | INITIATED | 1,000 | — | — | 0.16% | $232K | — |
As of 2025 Q4 — sorted by position size