Heritage Financial Services’s American Express AXP Stock Holding History

Heritage Financial Services’s Portfolio AXP Stock Details AXP Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$532K	Buy
2025 Q2	$478K	Buy
2025 Q1	$353K	Hold
2024 Q4	$389K	Hold
2024 Q3	$356K	Hold
2024 Q2	$304K	Sell
2024 Q1	$302K	Buy
2023 Q4	$244K	Buy
2022 Q3	–	Sell
2022 Q2	$0	Buy