American Express Company shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $579k | 1.7k | 332.16 |
| 2025-06-30 | $585k | 1.8k | 318.98 |
| 2025-03-31 | $493k | 1.8k | 269.05 |
| 2024-12-31 | $406k | 1.4k | 296.79 |
| 2024-09-30 | $382k | 1.4k | 271.20 |
| 2024-06-30 | $332k | 1.4k | 235.63 |
More positions owned by Heritage Wealth Management
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