First Heartland Consultants’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
Q2 | $274K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $230K | Sell |
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|
2024
Q2 | $205 | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $290K | Buy |
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|
2017
Q4 | $294K | Sell |
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|
2017
Q3 | $684K | Hold |
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|
2017
Q2 | $637K | Hold |
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|
2017
Q1 | $598K | Buy |
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|
2016
Q4 | $423K | Buy |
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|
2016
Q3 | $269K | Buy |
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|
2016
Q2 | $207 | Hold |
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|
2016
Q1 | $210K | Sell |
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|
2015
Q4 | $422K | Hold |
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|
2015
Q3 | $450K | Buy |
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|
2015
Q2 | $456 | Buy |
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|
2015
Q1 | $443K | Buy |
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|
2014
Q4 | $524K | Buy |
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|
2014
Q3 | $491K | Buy |
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|
2014
Q2 | $527K | Buy |
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|
2014
Q1 | $498K | Hold |
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|
2013
Q4 | $502K | Hold |
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|
2013
Q3 | $420K | Sell |
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|
2013
Q2 | $416K | Buy |
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