Heritage Wealth Advisors’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 | $455K | Hold |
1,426
| – | – | 0.02% | 139 |
|
|
2025
Q1 | $384K | Sell |
1,426
-4
| -0.3% | -$1.08K | 0.02% | 149 |
|
|
2024
Q4 | $424K | Buy |
1,430
+4
| +0.3% | +$1.19K | 0.02% | 145 |
|
|
2024
Q3 | $387K | Buy |
1,426
+105
| +8% | +$28.5K | 0.02% | 161 |
|
|
2024
Q2 | $306K | Sell |
1,321
-2,240
| -63% | -$519K | 0.01% | 166 |
|
|
2024
Q1 | $811K | Hold |
3,561
| – | – | 0.04% | 100 |
|
|
2023
Q4 | $667K | Sell |
3,561
-666
| -16% | -$125K | 0.03% | 121 |
|
|
2023
Q3 | $631K | Sell |
4,227
-18
| -0.4% | -$2.69K | 0.03% | 113 |
|
|
2023
Q2 | $739K | Buy |
4,245
+36
| +0.9% | +$6.27K | 0.04% | 103 |
|
|
2023
Q1 | $694K | Hold |
4,209
| – | – | 0.04% | 102 |
|
|
2022
Q4 | $622K | Hold |
4,209
| – | – | 0.04% | 113 |
|
|
2022
Q3 | $568K | Hold |
4,209
| – | – | 0.04% | 110 |
|
|
2022
Q2 | $583K | Buy |
4,209
+1,037
| +33% | +$144K | 0.04% | 114 |
|
|
2022
Q1 | $593K | Hold |
3,172
| – | – | 0.03% | 121 |
|
|
2021
Q4 | $519K | Hold |
3,172
| – | – | 0.03% | 134 |
|
|
2021
Q3 | $531K | Hold |
3,172
| – | – | 0.03% | 133 |
|
|
2021
Q2 | $524K | Hold |
3,172
| – | – | 0.03% | 137 |
|
|
2021
Q1 | $449K | Sell |
3,172
-105
| -3% | -$14.8K | 0.03% | 148 |
|
|
2020
Q4 | $396K | Hold |
3,277
| – | – | 0.02% | 148 |
|
|
2020
Q3 | $328K | Hold |
3,277
| – | – | 0.04% | 119 |
|
|
2020
Q2 | $312K | Hold |
3,277
| – | – | 0.04% | 117 |
|
|
2020
Q1 | $281K | Sell |
3,277
-19
| -0.6% | -$1.63K | 0.05% | 107 |
|
|
2019
Q4 | $410K | Buy |
3,296
+20
| +0.6% | +$2.49K | 0.05% | 116 |
|
|
2019
Q3 | $387K | Sell |
3,276
-81
| -2% | -$9.57K | 0.06% | 111 |
|
|
2019
Q2 | $414K | Buy |
3,357
+666
| +25% | +$82.2K | 0.06% | 103 |
|
|
2019
Q1 | $294K | Sell |
2,691
-209
| -7% | -$22.8K | 0.05% | 109 |
|
|
2018
Q4 | $276K | Hold |
2,900
| – | – | 0.05% | 106 |
|
|
2018
Q3 | $308K | Hold |
2,900
| – | – | 0.06% | 100 |
|
|
2018
Q2 | $285K | Hold |
2,900
| – | – | 0.11% | 100 |
|
|
2018
Q1 | $270K | Hold |
2,900
| – | – | 0.11% | 96 |
|
|
2017
Q4 | $287K | Buy |
2,900
+103
| +4% | +$10.2K | 0.12% | 93 |
|
|
2017
Q3 | $253K | Buy |
2,797
+163
| +6% | +$14.7K | 0.13% | 91 |
|
|
2017
Q2 | $222K | Hold |
2,634
| – | – | 0.11% | 93 |
|
|
2017
Q1 | $208K | Buy |
+2,634
| New | +$208K | 0.11% | 93 |
|
|
2015
Q2 | – | Sell |
-2,854
| Closed | -$223K | – | 87 |
|
|
2015
Q1 | $223K | Hold |
2,854
| – | – | 0.18% | 85 |
|
|
2014
Q4 | $265K | Buy |
2,854
+300
| +12% | +$27.9K | 0.24% | 76 |
|
|
2014
Q3 | $223K | Sell |
2,554
-300
| -11% | -$26.2K | 0.23% | 63 |
|
|
2014
Q2 | $271K | Hold |
2,854
| – | – | 0.29% | 59 |
|
|
2014
Q1 | $257K | Hold |
2,854
| – | – | 0.3% | 58 |
|
|
2013
Q4 | $258K | Buy |
+2,854
| New | +$258K | 0.33% | 54 |
|