A detailed history of Heritage Financial Services, LLC transactions in American Express CO stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,311 shares of AXP stock, worth $395,004. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,311
Previous 1,311 -0.0%
Holding current value
$395,004
Previous $303,000 17.16%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$217.5 - $243.08 $3,480 - $3,889
-16 Reduced 1.21%
1,311 $303,000
Q1 2024

May 14, 2024

BUY
$179.79 - $229.12 $4,854 - $6,186
27 Added 2.08%
1,327 $302,000
Q4 2023

Feb 02, 2024

BUY
$141.31 - $187.8 $183,703 - $244,140
1,300 New
1,300 $243,000
Q2 2022

Jul 19, 2022

BUY
$137.5 - $188.46 $962 - $1,319
7 New
7 $0

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 $225B
  • 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 Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, 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 Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.