First Heartland Consultants’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
+859
| New | +$274K | 0.02% | 405 |
|
|
2025
Q1 | – | Sell |
-913
| Closed | -$271K | – | 440 |
|
|
2024
Q4 | $271K | Buy |
913
+64
| +8% | +$19K | 0.03% | 365 |
|
|
2024
Q3 | $230K | Sell |
849
-37
| -4% | -$10K | 0.02% | 400 |
|
|
2024
Q2 | $205 | Buy |
+886
| New | +$205 | 0.01% | 424 |
|
|
2018
Q2 | – | Sell |
-3,104
| Closed | -$290K | – | 239 |
|
|
2018
Q1 | $290K | Buy |
3,104
+140
| +5% | +$13.1K | 0.09% | 213 |
|
|
2017
Q4 | $294K | Sell |
2,964
-4,600
| -61% | -$456K | 0.09% | 215 |
|
|
2017
Q3 | $684K | Hold |
7,564
| – | – | 0.17% | 169 |
|
|
2017
Q2 | $637K | Hold |
7,564
| – | – | 0.17% | 168 |
|
|
2017
Q1 | $598K | Buy |
7,564
+1,850
| +32% | +$146K | 0.17% | 169 |
|
|
2016
Q4 | $423K | Buy |
5,714
+1,507
| +36% | +$112K | 0.13% | 200 |
|
|
2016
Q3 | $269K | Buy |
4,207
+794
| +23% | +$50.8K | 0.08% | 259 |
|
|
2016
Q2 | $207 | Hold |
3,413
| – | – | 0.02% | 275 |
|
|
2016
Q1 | $210K | Sell |
3,413
-2,655
| -44% | -$163K | 0.08% | 245 |
|
|
2015
Q4 | $422K | Hold |
6,068
| – | – | 0.16% | 153 |
|
|
2015
Q3 | $450K | Buy |
6,068
+202
| +3% | +$15K | 0.19% | 145 |
|
|
2015
Q2 | $456 | Buy |
5,866
+200
| +4% | +$16 | 0.12% | 153 |
|
|
2015
Q1 | $443K | Buy |
5,666
+39
| +0.7% | +$3.05K | 0.17% | 152 |
|
|
2014
Q4 | $524K | Buy |
5,627
+16
| +0.3% | +$1.49K | 0.22% | 128 |
|
|
2014
Q3 | $491K | Buy |
5,611
+55
| +1% | +$4.81K | 0.22% | 134 |
|
|
2014
Q2 | $527K | Buy |
5,556
+22
| +0.4% | +$2.09K | 0.24% | 119 |
|
|
2014
Q1 | $498K | Hold |
5,534
| – | – | 0.25% | 113 |
|
|
2013
Q4 | $502K | Hold |
5,534
| – | – | 0.28% | 105 |
|
|
2013
Q3 | $420K | Sell |
5,534
-25
| -0.4% | -$1.9K | 0.25% | 121 |
|
|
2013
Q2 | $416K | Buy |
+5,559
| New | +$416K | 0.24% | 115 |
|