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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

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $227k 836 271.20

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Massachusetts Financial Services
T. Rowe Price Associates
Fisher Investments
Nuveen Asset Management
Goldman Sachs Group
Invesco
Artisan Partners Limited Partnership

View all funds holding American Express Company