American Express Company shares owned by Charter Trust
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in American Express Company
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Quarterly reported holdings in American Express Company by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $617k | 2.7k | 227.69 |
| 2023-12-31 | $393k | 2.1k | 187.34 |
| 2023-09-30 | $326k | 2.2k | 149.19 |
| 2023-06-30 | $385k | 2.2k | 174.20 |
| 2023-03-31 | $376k | 2.3k | 164.95 |
| 2022-12-31 | $345k | 2.3k | 147.75 |
| 2022-09-30 | $298k | 2.2k | 134.84 |
| 2022-06-30 | $307k | 2.2k | 138.66 |
| 2022-03-31 | $477k | 2.6k | 187.06 |
| 2021-12-31 | $430k | 2.6k | 163.56 |
| 2021-09-30 | $398k | 2.4k | 167.65 |
| 2021-06-30 | $392k | 2.4k | 165.12 |
| 2021-03-31 | $344k | 2.4k | 141.51 |
| 2020-12-31 | $546k | 4.5k | 120.90 |
| 2020-09-30 | $464k | 4.6k | 100.13 |
| 2020-06-30 | $506k | 5.3k | 95.11 |
| 2020-03-31 | $676k | 7.9k | 85.56 |
| 2019-12-31 | $1.3M | 10k | 124.45 |
| 2019-09-30 | $1.5M | 13k | 118.25 |
| 2019-06-30 | $1.6M | 13k | 123.47 |
| 2019-03-31 | $1.4M | 13k | 109.27 |
| 2018-12-31 | $1.4M | 15k | 95.35 |
| 2018-09-30 | $1.6M | 15k | 106.53 |
| 2018-06-30 | $1.5M | 16k | 98.00 |
| 2018-03-31 | $1.9M | 20k | 93.24 |
| 2017-12-31 | $2.0M | 21k | 99.26 |
| 2017-09-30 | $1.4M | 16k | 90.41 |
| 2017-06-30 | $1.8M | 22k | 84.27 |
| 2017-03-31 | $1.8M | 23k | 79.10 |
| 2016-12-31 | $2.0M | 27k | 74.07 |
| 2014-03-31 | $1.2M | 13k | 89.97 |
| 2012-12-31 | $1.2M | 21k | 57.47 |
| 2012-09-30 | $1.2M | 21k | 56.87 |
| 2012-06-30 | $1.3M | 22k | 58.19 |
| 2012-03-31 | $1.3M | 23k | 57.84 |
| 2011-12-31 | $1.1M | 23k | 47.18 |
| 2011-09-30 | $1.0M | 23k | 44.90 |
| 2011-06-30 | $1.0M | 20k | 51.70 |
| 2011-03-31 | $893k | 20k | 45.19 |