American Express Company shares owned by Heritage Financial Services
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in American Express Company
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Quarterly reported holdings in American Express Company by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $533k | 1.6k | 332.16 |
| 2025-06-30 | $479k | 1.5k | 318.98 |
| 2025-03-31 | $353k | 1.3k | 269.05 |
| 2024-12-31 | $389k | 1.3k | 296.79 |
| 2024-09-30 | $356k | 1.3k | 271.20 |
| 2024-06-30 | $304k | 1.3k | 231.55 |
| 2024-03-31 | $302k | 1.3k | 227.69 |
| 2023-12-31 | $244k | 1.3k | 187.34 |
| 2022-06-30 | $0 | 7 | 0.00 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services