Heartwood Wealth Advisors LLC's ownership history for AXP

Heartwood Wealth Advisors LLC currently holds 992 shares with a market value of $367.0K. It started holding AXP on 2024-09-30. At its peak, it held 1.2K shares on 2024-09-30. Its highest holding value was $389.3K on 2025-09-30. At its lowest, it held 992 shares on 2025-12-31, with a value of $327.7K on 2025-03-31. In the recent 180 days, Heartwood Wealth Advisors LLC has decreased its shares by 180. In the recent year, Heartwood Wealth Advisors LLC has decreased its shares by 226.