Heritage Wealth Management (Arizona)’s American Express AXP Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$78.3K	Buy	530 +297	+127%	+$44K	0.01%	444
2022 Q3	$31K	Buy	233 +8	+4%	+$1.21K	0.01%	465
2022 Q2	$31.2K	Sell	225 -49	-18%	-$8.09K	0.01%	484
2022 Q1	$51K	Buy	+274	New	+$49.5K	0.01%	467
2021 Q3	$86K	Sell	513 -9,731	-95%	-$1.63M	0.03%	367
2021 Q2	$1.69M	Buy	10,244 +495	+5%	+$77.5K	0.64%	27
2021 Q1	$1.38M	Buy	+9,749	New	+$1.29M	0.78%	28

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AXP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its American Express (AXP) stake by 127% in Q4 2022, buying an estimated $44K and bringing the position to 530 shares worth $78.3K. The position accounts for 0.01% of the portfolio, ranked #444.

Heritage Wealth Management (Arizona) first reported a position in AXP in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.69M in Q2 2021. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

Heritage Wealth Management (Arizona) held 530 shares of American Express worth $78.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 297 American Express shares in Q4 2022, an estimated $44K.
American Express made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #444 holding.
Heritage Wealth Management (Arizona) first reported a position in American Express in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s American Express position peaked at $1.69M in Q2 2021.
2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.