American Express Company shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331k | 1.2k | 271.20 |
| 2024-06-30 | $283k | 1.2k | 231.55 |
| 2024-03-31 | $278k | 1.2k | 227.69 |
| 2023-12-31 | $229k | 1.2k | 187.34 |
| 2023-06-30 | $218k | 1.3k | 174.20 |
| 2023-03-31 | $202k | 1.2k | 164.95 |