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

Heritage Wealth Management (Ohio)’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
2025 Q3	$579K	Sell
2025 Q2	$585K	Hold
2025 Q1	$493K	Buy
2024 Q4	$406K	Sell
2024 Q3	$382K	Hold
2024 Q2	$332K	Buy