Heritage Financial Services’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 | $478K | Buy |
1,500
+189
| +14% | +$60.3K | 0.05% | 71 |
|
|
2025
Q1 | $353K | Hold |
1,311
| – | – | 0.03% | 81 |
|
|
2024
Q4 | $389K | Hold |
1,311
| – | – | 0.05% | 77 |
|
|
2024
Q3 | $356K | Hold |
1,311
| – | – | 0.05% | 75 |
|
|
2024
Q2 | $304K | Sell |
1,311
-16
| -1% | -$3.71K | 0.04% | 76 |
|
|
2024
Q1 | $302K | Buy |
1,327
+27
| +2% | +$6.15K | 0.05% | 76 |
|
|
2023
Q4 | $244K | Buy |
+1,300
| New | +$244K | 0.04% | 86 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | – | – | 93 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 511 |
|