Heartland Bank & Trust’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 | $389K | Hold |
1,220
| – | – | 0.18% | 115 |
|
|
2025
Q1 | $328K | Sell |
1,220
-5
| -0.4% | -$1.35K | 0.17% | 125 |
|
|
2024
Q4 | $364K | Hold |
1,225
| – | – | 0.2% | 103 |
|
|
2024
Q3 | $332K | Buy |
1,225
+5
| +0.4% | +$1.36K | 0.18% | 120 |
|
|
2024
Q2 | $282K | Hold |
1,220
| – | – | 0.16% | 127 |
|
|
2024
Q1 | $278K | Sell |
1,220
-100
| -8% | -$22.8K | 0.16% | 128 |
|
|
2023
Q4 | $247K | Buy |
+1,320
| New | +$247K | 0.17% | 116 |
|
|
2023
Q3 | – | Sell |
-1,332
| Closed | -$232K | – | 131 |
|
|
2023
Q2 | $232K | Hold |
1,332
| – | – | 0.18% | 121 |
|
|
2023
Q1 | $220K | Buy |
+1,332
| New | +$220K | 0.17% | 129 |
|