Heritage Investment Group’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$529K	Sell	1,750 -14	-0.8%	-$4.69K	0.08%	75
2025 Q4	$653K	Sell	1,764 -57	-3%	-$20.4K	0.1%	68
2025 Q3	$605K	Buy	1,821 +140	+8%	+$44.5K	0.1%	66
2025 Q2	$536K	Hold	1,681	–	–	0.09%	66
2025 Q1	$452K	Hold	1,681	–	–	0.09%	68
2024 Q4	$499K	Hold	1,681	–	–	0.09%	62
2024 Q3	$456K	Hold	1,681	–	–	0.09%	63
2024 Q2	$389K	Hold	1,681	–	–	0.08%	62
2024 Q1	$383K	Sell	1,681 -498	-23%	-$103K	0.08%	62
2023 Q4	$408K	Buy	2,179 +498	+30%	+$80.2K	0.09%	56
2023 Q3	$251K	Buy	1,681 +109	+7%	+$17.8K	0.07%	79
2023 Q2	$274K	Sell	1,572 -498	-24%	-$80.3K	0.08%	71
2023 Q1	$341K	Buy	2,070 +498	+32%	+$82.6K	0.1%	54
2022 Q4	$232K	Sell	1,572 -498	-24%	-$73.8K	0.07%	66
2022 Q3	$279K	Buy	2,070 +451	+28%	+$68.3K	0.17%	59
2022 Q2	$224K	Sell	1,619 -23	-1%	-$3.8K	0.13%	71
2022 Q1	$307K	Hold	1,642	–	–	0.22%	62
2021 Q4	$269K	Buy	+1,642	New	+$280K	0.21%	66