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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Hold |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $499K | Hold |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $269K | Buy |
|