American Express Company shares owned by Heritage Trust
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in American Express Company
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Quarterly reported holdings in American Express Company by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.9M | 27k | 296.79 |
| 2024-06-30 | $6.9M | 30k | 231.55 |
| 2024-03-31 | $7.0M | 31k | 227.69 |
| 2023-12-31 | $5.9M | 32k | 187.34 |
| 2023-09-30 | $4.7M | 32k | 149.19 |
| 2023-06-30 | $5.7M | 33k | 174.20 |
| 2023-03-31 | $5.4M | 33k | 165.00 |
| 2022-12-31 | $4.9M | 33k | 147.80 |
| 2022-09-30 | $3.3M | 34k | 100.00 |
| 2022-06-30 | $3.4M | 34k | 100.00 |
| 2022-03-31 | $6.9M | 35k | 200.00 |
| 2021-12-31 | $5.8M | 36k | 163.61 |
| 2021-09-30 | $6.2M | 37k | 167.36 |
| 2021-06-30 | $6.3M | 38k | 165.28 |
| 2021-03-31 | $5.8M | 41k | 141.39 |
| 2020-12-31 | $5.3M | 44k | 120.63 |
| 2020-09-30 | $4.5M | 44k | 100.32 |
| 2020-06-30 | $4.3M | 45k | 95.42 |
| 2020-03-31 | $3.9M | 45k | 85.65 |
| 2019-12-31 | $6.1M | 49k | 124.44 |
| 2019-09-30 | $5.8M | 49k | 118.28 |
| 2019-06-30 | $6.1M | 50k | 123.43 |
| 2019-03-31 | $5.5M | 51k | 109.30 |
| 2018-12-31 | $615k | 6.5k | 95.25 |
| 2018-09-30 | $713k | 6.7k | 106.48 |
| 2018-06-30 | $660k | 6.7k | 97.92 |
| 2018-03-31 | $629k | 6.7k | 93.35 |
| 2017-12-31 | $689k | 6.9k | 99.35 |
| 2017-09-30 | $665k | 7.4k | 90.41 |
| 2017-06-30 | $619k | 7.4k | 84.27 |
| 2017-03-31 | $746k | 9.4k | 79.17 |