Heritage Trust’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 | $7.68M | Sell |
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|
2025
Q1 | $6.74M | Sell |
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|
2024
Q4 | $7.91M | Buy |
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|
2024
Q2 | $6.93M | Sell |
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|
2024
Q1 | $6.96M | Sell |
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|
2023
Q4 | $5.9M | Sell |
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|
2023
Q3 | $4.74M | Sell |
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|
2023
Q2 | $5.73M | Sell |
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|
2023
Q1 | $5.43M | Sell |
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|
2022
Q4 | $4.88M | Sell |
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|
2022
Q3 | $4.51M | Sell |
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|
2022
Q2 | $4.67M | Sell |
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|
2022
Q1 | $6.45M | Sell |
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|
2021
Q4 | $5.8M | Sell |
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|
2021
Q3 | $6.16M | Sell |
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|
2021
Q2 | $6.29M | Sell |
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|
2021
Q1 | $5.79M | Sell |
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|
2020
Q4 | $5.31M | Sell |
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|
2020
Q3 | $4.45M | Sell |
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|
2020
Q2 | $4.27M | Sell |
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|
2020
Q1 | $3.88M | Sell |
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|
2019
Q4 | $6.1M | Sell |
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|
2019
Q3 | $5.83M | Sell |
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|
2019
Q2 | $6.13M | Sell |
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|
2019
Q1 | $5.52M | Buy |
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|
2018
Q4 | $615K | Sell |
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|
2018
Q3 | $713K | Sell |
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|
2018
Q2 | $660K | Hold |
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|
2018
Q1 | $629K | Sell |
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|
2017
Q4 | $688K | Sell |
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|
2017
Q3 | $665K | Hold |
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|
2017
Q2 | $619K | Sell |
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|
2017
Q1 | $745K | Buy |
|