Heritage Wealth Advisors’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 | $455K | Hold |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $387K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $811K | Hold |
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|
2023
Q4 | $667K | Sell |
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|
2023
Q3 | $631K | Sell |
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|
2023
Q2 | $739K | Buy |
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|
2023
Q1 | $694K | Hold |
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|
2022
Q4 | $622K | Hold |
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|
2022
Q3 | $568K | Hold |
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|
2022
Q2 | $583K | Buy |
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|
2022
Q1 | $593K | Hold |
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|
2021
Q4 | $519K | Hold |
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|
2021
Q3 | $531K | Hold |
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|
2021
Q2 | $524K | Hold |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $396K | Hold |
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|
2020
Q3 | $328K | Hold |
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|
2020
Q2 | $312K | Hold |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $410K | Buy |
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|
2019
Q3 | $387K | Sell |
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|
2019
Q2 | $414K | Buy |
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|
2019
Q1 | $294K | Sell |
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|
2018
Q4 | $276K | Hold |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $285K | Hold |
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|
2018
Q1 | $270K | Hold |
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|
2017
Q4 | $287K | Buy |
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|
2017
Q3 | $253K | Buy |
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|
2017
Q2 | $222K | Hold |
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|
2017
Q1 | $208K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $223K | Hold |
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|
2014
Q4 | $265K | Buy |
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|
2014
Q3 | $223K | Sell |
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|
2014
Q2 | $271K | Hold |
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|
2014
Q1 | $257K | Hold |
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|
2013
Q4 | $258K | Buy |
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