Heritage Wealth Advisors American Express CO Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in American Express CO stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,426 shares of AXP stock, worth $435,742. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,426

Previous 1,321 7.95%

Holding current value

$435,742

Previous $305,000 26.56%

% of portfolio

0.02%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$225.92 - $271.17 $23,721 - $28,472	105 Added 7.95%	1,426 $386,000
Q2 2024 Aug 05, 2024	SELL	$217.5 - $243.08 $487,200 - $544,499	-2,240 Reduced 62.9%	1,321 $305,000
Q1 2024 May 08, 2024	SELL	$179.79 - $229.12 $8,989 - $11,456	-50 Reduced 1.38%	3,561 $810,000
Q4 2023 Feb 09, 2024	SELL	$141.31 - $187.8 $87,046 - $115,684	-616 Reduced 14.57%	3,611 $676,000
Q3 2023 Nov 08, 2023	SELL	$149.19 - $178.04 $2,685 - $3,204	-18 Reduced 0.42%	4,227 $630,000
Q2 2023 Aug 09, 2023	BUY	$147.93 - $175.14 $5,325 - $6,305	36 Added 0.86%	4,245 $739,000
Q2 2022 Aug 04, 2022	BUY	$137.5 - $188.46 $142,587 - $195,433	1,037 Added 32.69%	4,209 $583,000
Q2 2021 Aug 09, 2021	SELL	$144.33 - $169.45 $15,154 - $17,792	-105 Reduced 3.2%	3,172 $524,000
Q2 2021 Jul 27, 2021	BUY	$144.33 - $169.45 $15,154 - $17,792	105 Added 3.31%	3,277 $396,000
Q1 2021 Apr 27, 2021	SELL	$114.09 - $150.27 $11,979 - $15,778	-105 Reduced 3.2%	3,172 $448,000
Q2 2020 Jul 17, 2020	BUY	$73.6 - $113.67 $211,011 - $325,891	2,867 Added 699.27%	3,277 $311,000
Q2 2020 Jul 17, 2020	SELL	$73.6 - $113.67 $211,011 - $325,891	-2,867 Reduced 87.49%	410 $311,000
Q1 2020 May 05, 2020	SELL	$68.96 - $136.93 $1,310 - $2,601	-19 Reduced 0.58%	3,277 $280,000
Q4 2019 Feb 04, 2020	BUY	$112.54 - $125.77 $2,250 - $2,515	20 Added 0.61%	3,296 $410,000
Q3 2019 Oct 30, 2019	SELL	$116.8 - $128.57 $9,460 - $10,414	-81 Reduced 2.41%	3,276 $387,000
Q2 2019 Aug 05, 2019	BUY	$109.85 - $124.92 $73,160 - $83,196	666 Added 24.75%	3,357 $0
Q1 2019 May 06, 2019	SELL	$93.43 - $113.55 $19,526 - $23,731	-209 Reduced 7.21%	2,691 $0
Q4 2017 Feb 02, 2018	BUY	$90.54 - $99.7 $9,325 - $10,269	103 Added 3.68%	2,900 $287,000
Q3 2017 Nov 07, 2017	BUY	$84.25 - $90.46 $235,647 - $253,016	2,797	2,797 $253,000

Others Institutions Holding AXP

# of Institutions

2,689

Shares Held

573M

Call Options Held

9.43M

Put Options Held

8.32M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $228B
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...

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Heritage Wealth Advisors American Express CO Transaction History