Heartwood Wealth Advisors’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
Q3 | $389K | Hold |
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|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $202K | Buy |
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