HIG
Heritage Investment Group’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$113K | 0.08% | 62 |
|
|
2023
Q4 | $408K | Buy |
2,179
+498
| +30% | +$93.2K | 0.09% | 56 |
|
|
2023
Q3 | $251K | Buy |
1,681
+109
| +7% | +$16.3K | 0.07% | 79 |
|
|
2023
Q2 | $274K | Sell |
1,572
-498
| -24% | -$86.8K | 0.08% | 71 |
|
|
2023
Q1 | $341K | Buy |
2,070
+498
| +32% | +$82K | 0.1% | 54 |
|
|
2022
Q4 | $232K | Sell |
1,572
-498
| -24% | -$73.5K | 0.07% | 66 |
|
|
2022
Q3 | $279K | Buy |
2,070
+451
| +28% | +$60.8K | 0.17% | 59 |
|
|
2022
Q2 | $224K | Sell |
1,619
-23
| -1% | -$3.18K | 0.13% | 71 |
|
|
2022
Q1 | $307K | Hold |
1,642
| – | – | 0.22% | 62 |
|
|
2021
Q4 | $269K | Buy |
+1,642
| New | +$269K | 0.21% | 66 |
|