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American Express Company shares owned by Center for Financial Planning

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in American Express Company

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All positions including American Express Company held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 7.2k 227.69
2023-12-31 $1.3M 6.8k 187.34
2023-09-30 $1.3M 8.7k 149.19
2023-06-30 $1.5M 8.7k 174.20
2023-03-31 $1.4M 8.7k 164.95
2022-12-31 $1.3M 8.7k 147.75
2022-09-30 $1.2M 8.7k 134.91
2022-06-30 $1.2M 8.7k 138.64
2022-03-31 $1.6M 8.7k 187.03
2021-12-31 $1.4M 8.7k 163.58
2021-09-30 $1.5M 8.7k 167.54
2021-06-30 $1.4M 8.7k 165.25
2021-03-31 $1.2M 8.7k 141.43
2020-12-31 $1.1M 8.7k 120.93
2020-09-30 $875k 8.7k 100.21
2020-06-30 $831k 8.7k 95.17
2020-03-31 $751k 8.8k 85.60
2019-12-31 $1.1M 8.8k 124.47