Heartwood Wealth Advisors’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 | $374K | Sell |
1,172
-46
| -4% | -$14.7K | 0.04% | 128 |
|
|
2025
Q1 | $328K | Hold |
1,218
| – | – | 0.04% | 128 |
|
|
2024
Q4 | $361K | Sell |
1,218
-3
| -0.2% | -$890 | 0.04% | 114 |
|
|
2024
Q3 | $331K | Hold |
1,221
| – | – | 0.04% | 127 |
|
|
2024
Q2 | $283K | Hold |
1,221
| – | – | 0.03% | 138 |
|
|
2024
Q1 | $278K | Hold |
1,221
| – | – | 0.03% | 119 |
|
|
2023
Q4 | $229K | Buy |
+1,221
| New | +$229K | 0.03% | 128 |
|
|
2023
Q3 | – | Sell |
-1,252
| Closed | -$218K | – | 132 |
|
|
2023
Q2 | $218K | Buy |
1,252
+30
| +2% | +$5.23K | 0.03% | 127 |
|
|
2023
Q1 | $202K | Buy |
+1,222
| New | +$202K | 0.03% | 132 |
|