A detailed history of Heritage Investment Group, Inc. transactions in American Express CO stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 1,681 shares of AXP stock, worth $492,533. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,681
Previous 1,681 -0.0%
Holding current value
$492,533
Previous $389,000 16.97%
% of portfolio
0.09%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$179.79 - $229.12 $89,535 - $114,101
-498 Reduced 22.85%
1,681 $382,000
Q4 2023

Feb 01, 2024

BUY
$141.31 - $187.8 $70,372 - $93,524
498 Added 29.63%
2,179 $408,000
Q3 2023

Nov 03, 2023

BUY
$149.19 - $178.04 $16,261 - $19,406
109 Added 6.93%
1,681 $250,000
Q2 2023

Jul 17, 2023

SELL
$147.93 - $175.14 $73,669 - $87,219
-498 Reduced 24.06%
1,572 $273,000
Q1 2023

May 02, 2023

BUY
$146.42 - $181.33 $72,917 - $90,302
498 Added 31.68%
2,070 $341,000
Q4 2022

Feb 06, 2023

SELL
$136.81 - $157.67 $68,131 - $78,519
-498 Reduced 24.06%
1,572 $232,000
Q3 2022

Nov 07, 2022

BUY
$134.91 - $165.84 $60,844 - $74,793
451 Added 27.86%
2,070 $279,000
Q2 2022

Aug 02, 2022

SELL
$137.5 - $188.46 $3,162 - $4,334
-23 Reduced 1.4%
1,619 $224,000
Q4 2021

Feb 09, 2022

BUY
$150.06 - $187.08 $246,398 - $307,185
1,642 New
1,642 $269,000

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 $219B
  • 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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