American Express Company shares owned by Caliber Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Caliber Wealth Management
from 13F filings
Historical chart of Caliber Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Caliber Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 14k | 227.69 |
| 2023-12-31 | $2.6M | 14k | 187.34 |
| 2023-09-30 | $2.0M | 13k | 149.20 |
| 2023-06-30 | $2.2M | 12k | 174.20 |
| 2023-03-31 | $2.0M | 12k | 164.95 |
| 2022-12-31 | $1.3M | 9.1k | 147.75 |
| 2022-09-30 | $1.4M | 11k | 134.94 |
| 2022-06-30 | $1.4M | 10k | 138.64 |