A detailed history of Heartwood Wealth Advisors LLC transactions in American Express CO stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,221 shares of AXP stock, worth $364,651. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,221
Previous 1,221 -0.0%
Holding current value
$364,651
Previous $282,000 17.38%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

BUY
$141.31 - $187.8 $172,539 - $229,303
1,221 New
1,221 $228,000
Q2 2023

Jul 19, 2023

BUY
$147.93 - $175.14 $4,437 - $5,254
30 Added 2.45%
1,252 $218,000
Q1 2023

Apr 14, 2023

BUY
$146.42 - $181.33 $178,925 - $221,585
1,222 New
1,222 $201,000

Others Institutions Holding AXP

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $223B
  • Description
  • American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financi...
More about AXP
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