AXP AMERICAN EXPRESS

Ownership history in GHE, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which GHE, LLC reported a position in AMERICAN EXPRESS (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.47% (2025 Q2)
Avg. % of fund
2.1%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,002 +700 +4.0% 2.21% $6.7M $369.13
2025 Q3 ADDED 17,302 +15 +0.1% 2.32% $5.7M $330.59
2025 Q2 ADDED 17,287 +127 +0.7% 2.47% $5.5M $316.67
2025 Q1 ADDED 17,160 +139 +0.8% 2.09% $4.6M $266.22
2024 Q4 ADDED 17,021 +447 +2.7% 1.81% $4.6M $292.98
2024 Q3 INITIATED 16,574 1.68% $4.5M $267.02
% of Fund (quarterly)    AXP price (monthly, adj. close)
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