American Express Company shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in American Express Company
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Quarterly reported holdings in American Express Company by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.9M | 35k | 227.69 |
| 2023-12-31 | $6.5M | 35k | 187.34 |
| 2023-09-30 | $5.0M | 34k | 149.19 |
| 2023-06-30 | $5.7M | 33k | 174.20 |
| 2023-03-31 | $5.1M | 31k | 164.95 |
| 2022-12-31 | $4.4k | 30k | 0.15 |
| 2022-09-30 | $3.5M | 26k | 134.90 |
| 2022-06-30 | $3.5M | 25k | 138.60 |
| 2022-03-31 | $5.4M | 29k | 187.00 |
| 2021-12-31 | $3.9M | 24k | 163.61 |
| 2021-09-30 | $3.8M | 23k | 167.51 |
| 2021-06-30 | $3.1M | 19k | 165.21 |
| 2021-03-31 | $2.6M | 19k | 141.46 |
| 2020-12-31 | $2.2M | 18k | 120.89 |
| 2020-09-30 | $1.7M | 17k | 100.24 |
| 2020-06-30 | $1.1M | 12k | 95.20 |
| 2020-03-31 | $637k | 7.4k | 85.68 |
| 2019-12-31 | $3.9M | 32k | 124.47 |
| 2019-09-30 | $741k | 6.3k | 118.22 |
| 2019-06-30 | $776k | 6.3k | 123.37 |
| 2019-03-31 | $644k | 5.9k | 109.28 |
| 2018-12-31 | $546k | 5.7k | 95.35 |
| 2018-09-30 | $564k | 5.3k | 105.58 |
| 2018-06-30 | $488k | 5.0k | 97.58 |
| 2018-03-31 | $463k | 5.1k | 91.03 |
| 2017-12-31 | $622k | 6.2k | 100.08 |
| 2017-09-30 | $563k | 6.1k | 91.65 |
| 2016-12-31 | $68k | 891 | 76.20 |
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