Heritage Wealth Management (Arizona)’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $78.3K | Buy |
530
+297
| +127% | +$43.9K | 0.01% | 444 |
|
|
2022
Q3 | $31K | Buy |
233
+8
| +4% | +$1.06K | 0.01% | 465 |
|
|
2022
Q2 | $31.2K | Sell |
225
-49
| -18% | -$6.79K | 0.01% | 484 |
|
|
2022
Q1 | $51K | Buy |
+274
| New | +$51K | 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% | +$81.8K | 0.64% | 27 |
|
|
2021
Q1 | $1.38M | Buy |
+9,749
| New | +$1.38M | 0.78% | 28 |
|