American Express Company shares owned by Union Heritage Capital
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Union Heritage Capital
from 13F filings
Historical chart of Union Heritage Capital investment in American Express Company
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All positions including American Express Company held by Union Heritage Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in American Express Company by Union Heritage Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 10k | 332.16 |
| 2025-06-30 | $3.2M | 10k | 318.98 |
| 2025-03-31 | $2.7M | 10k | 269.05 |
| 2024-12-31 | $3.0M | 10k | 296.79 |
| 2024-09-30 | $2.7M | 10k | 271.20 |
| 2024-06-30 | $2.3M | 10k | 231.55 |
| 2024-03-31 | $2.3M | 10k | 227.69 |
| 2023-12-31 | $1.5M | 8.0k | 187.34 |
| 2023-09-30 | $1.2M | 8.0k | 149.19 |
| 2023-06-30 | $1.4M | 8.0k | 174.25 |
| 2023-03-31 | $1.3M | 8.0k | 164.88 |
| 2022-12-31 | $1.2M | 8.0k | 147.75 |
| 2022-09-30 | $1.1M | 8.0k | 134.88 |
| 2022-06-30 | $1.1M | 8.0k | 138.63 |
| 2022-03-31 | $1.5M | 8.0k | 187.00 |
| 2021-12-31 | $1.8M | 11k | 163.61 |
| 2021-09-30 | $1.8M | 11k | 167.50 |
| 2021-06-30 | $1.8M | 11k | 165.18 |
| 2021-03-31 | $1.5M | 11k | 141.36 |