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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$585K Hold
1,834
– – 0.19% 121
2025
Q1 		$493K Buy
1,834
+465
+34% +$125K 0.17% 132
2024
Q4 		$406K Sell
1,369
-40
-3% -$11.9K 0.14% 152
2024
Q3 		$382K Hold
1,409
– – 0.13% 160
2024
Q2 		$332K Buy
+1,409
New +$332K 0.11% 171