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 $316,239. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,221
Previous 1,221 -0.0%
Holding current value
$316,239
Previous $278,000 1.44%
% of portfolio
0.03%
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 $194B
  • 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
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.