Heritage Wealth Management, LLC American Express CO Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$136.81 - $157.67 $40,632 - $46,827	297 Added 127.47%	530 $78,000
Q3 2022 Nov 14, 2022	BUY	$134.91 - $165.84 $1,079 - $1,326	8 Added 3.56%	233 $31,000
Q2 2022 Aug 15, 2022	SELL	$137.5 - $188.46 $6,737 - $9,234	-49 Reduced 17.88%	225 $31,000
Q1 2022 Aug 15, 2022	SELL	$158.74 - $198.38 $37,938 - $47,412	-239 Reduced 46.59%	274 $51,000
Q3 2021 Nov 10, 2021	SELL	$158.72 - $176.77 $1.54 Million - $1.72 Million	-9,731 Reduced 94.99%	513 $86,000
Q2 2021 Aug 11, 2021	BUY	$144.33 - $169.45 $71,443 - $83,877	495 Added 5.08%	10,244 $1.69 Million
Q1 2021 Jul 16, 2021	BUY	$114.09 - $150.27 $1.11 Million - $1.46 Million	9,749 New	9,749 $1.38 Million

2,689

573M

9.43M

8.32M

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...

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