American Express Company shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Heritage 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 Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $474k | 1.4k | 332.16 |
| 2025-06-30 | $455k | 1.4k | 318.98 |
| 2025-03-31 | $384k | 1.4k | 269.05 |
| 2024-12-31 | $424k | 1.4k | 296.79 |
| 2024-09-30 | $387k | 1.4k | 271.20 |
| 2024-06-30 | $306k | 1.3k | 231.55 |
| 2024-03-31 | $811k | 3.6k | 227.69 |
| 2023-12-31 | $677k | 3.6k | 187.34 |
| 2023-09-30 | $631k | 4.2k | 149.17 |
| 2023-06-30 | $739k | 4.2k | 174.18 |
| 2023-03-31 | $694k | 4.2k | 164.93 |
| 2022-12-31 | $622k | 4.2k | 147.73 |
| 2022-09-30 | $568k | 4.2k | 134.95 |
| 2022-06-30 | $583k | 4.2k | 138.51 |
| 2022-03-31 | $593k | 3.2k | 186.95 |
| 2021-12-31 | $519k | 3.2k | 163.58 |
| 2021-09-30 | $531k | 3.2k | 167.50 |
| 2021-06-30 | $524k | 3.2k | 165.20 |
| 2021-03-31 | $449k | 3.2k | 141.42 |
| 2020-12-31 | $396k | 3.3k | 120.84 |
| 2020-09-30 | $329k | 3.3k | 100.24 |
| 2020-06-30 | $311k | 410 | 758.54 |
| 2020-03-31 | $281k | 3.3k | 85.60 |
| 2019-12-31 | $410k | 3.3k | 124.47 |
| 2019-09-30 | $387k | 3.3k | 118.13 |
| 2019-06-30 | $414k | 3.4k | 123.42 |
| 2019-03-31 | $294k | 2.7k | 109.30 |
| 2018-12-31 | $276k | 2.9k | 95.17 |
| 2018-09-30 | $308k | 2.9k | 106.21 |
| 2018-06-30 | $285k | 2.9k | 98.28 |
| 2018-03-31 | $270k | 2.9k | 93.10 |
| 2017-12-31 | $287k | 2.9k | 98.97 |
| 2017-09-30 | $253k | 2.8k | 90.45 |
| 2017-06-30 | $222k | 2.6k | 84.28 |
| 2017-03-31 | $208k | 2.6k | 78.97 |
| 2015-03-31 | $223k | 2.9k | 78.14 |
| 2014-12-31 | $265k | 2.9k | 92.85 |
| 2014-09-30 | $223k | 2.6k | 87.31 |
| 2014-06-30 | $271k | 2.9k | 94.95 |
| 2014-03-31 | $257k | 2.9k | 90.05 |
| 2013-12-31 | $258k | 2.9k | 90.40 |