American Express Company shares owned by Bell & Brown Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Bell & Brown Wealth Advisors
from 13F filings
Historical chart of Bell & Brown Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Bell & Brown Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by Bell & Brown Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 15k | 227.70 |
| 2023-12-31 | $2.9M | 15k | 187.35 |
| 2023-06-30 | $2.7M | 15k | 174.20 |
| 2023-03-31 | $2.6M | 16k | 164.95 |
| 2022-12-31 | $2.3M | 16k | 147.75 |
| 2022-09-30 | $2.1M | 16k | 134.88 |
| 2022-06-30 | $2.2M | 16k | 138.60 |
| 2022-03-31 | $3.1M | 16k | 186.98 |
| 2021-12-31 | $3.4M | 17k | 197.06 |
| 2021-09-30 | $2.8M | 17k | 167.51 |
| 2020-09-30 | $1.9M | 18k | 102.00 |
| 2020-06-30 | $1.7M | 18k | 94.88 |
| 2020-03-31 | $1.4M | 17k | 85.88 |
| 2019-12-31 | $2.1M | 16k | 128.74 |
| 2019-09-30 | $1.9M | 17k | 116.81 |
| 2019-06-30 | $2.1M | 17k | 123.41 |
| 2019-03-31 | $1.8M | 16k | 109.29 |
| 2018-12-31 | $4.1M | 43k | 95.33 |
| 2018-09-30 | $1.8M | 17k | 102.75 |
| 2018-06-30 | $1.7M | 17k | 98.00 |
| 2018-03-31 | $1.7M | 17k | 98.23 |
| 2017-12-31 | $1.7M | 17k | 99.29 |
More positions owned by Bell & Brown Wealth Advisors
View all positions for Bell & Brown Wealth Advisors