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American Express Company shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in American Express Company

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All positions including American Express Company held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $521k 2.8k 187.34
2023-09-30 $416k 2.8k 149.32
2023-06-30 $485k 2.8k 174.20
2023-03-31 $402k 2.4k 164.95
2022-12-31 $360k 2.4k 147.75
2022-09-30 $329k 2.4k 134.89
2022-06-30 $338k 2.4k 138.58
2022-03-31 $510k 2.7k 187.02
2021-12-31 $511k 3.1k 163.57
2021-09-30 $523k 3.1k 167.47
2021-06-30 $516k 3.1k 165.28
2021-03-31 $454k 3.2k 141.35
2020-12-31 $378k 3.1k 121.00
2020-09-30 $305k 3.0k 100.33
2020-06-30 $272k 2.9k 95.04
2019-12-31 $276k 2.2k 124.38
2019-09-30 $260k 2.2k 117.17
2019-06-30 $274k 2.2k 123.48
2019-03-31 $243k 2.2k 109.51
2018-12-31 $212k 2.2k 95.54

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
Wellington Management Company
Jpmorgan Chase & Co
Bank of America Corporation
Massachusetts Financial Services
Fisher Investments
T. Rowe Price Associates
Norges Bank Investment Management
Legal & General Group
Harris Associates L.P
Lazard Asset Management
Artisan Partners Limited Partnership
Bank of New York Mellon
Goldman Sachs Group

View all funds holding American Express Company