American Express Company shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Captrust Financial 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $33M | 146k | 227.69 |
| 2023-12-31 | $35M | 184k | 187.34 |
| 2023-09-30 | $27M | 182k | 149.19 |
| 2023-06-30 | $29M | 165k | 174.20 |
| 2023-03-31 | $26M | 156k | 164.95 |
| 2022-12-31 | $22M | 150k | 147.75 |
| 2022-09-30 | $20M | 151k | 134.91 |
| 2022-06-30 | $263k | 1.9k | 138.42 |
| 2022-03-31 | $22M | 118k | 187.00 |
| 2021-12-31 | $12M | 70k | 163.60 |
| 2021-09-30 | $12M | 69k | 167.53 |
| 2021-06-30 | $11M | 65k | 165.23 |
| 2021-03-31 | $8.7M | 61k | 141.87 |
| 2020-12-31 | $6.9M | 57k | 120.92 |
| 2020-09-30 | $5.5M | 54k | 101.33 |
| 2020-06-30 | $5.3M | 57k | 94.06 |
| 2020-03-31 | $4.6M | 59k | 77.85 |
| 2019-12-31 | $7.6M | 60k | 126.29 |
| 2019-09-30 | $6.0M | 51k | 118.28 |
| 2019-06-30 | $6.4M | 52k | 123.44 |
| 2019-03-31 | $3.2M | 30k | 109.30 |
| 2018-12-31 | $2.7M | 28k | 95.32 |
| 2018-09-30 | $3.0M | 28k | 106.49 |
| 2018-06-30 | $2.8M | 28k | 98.01 |
| 2018-03-31 | $2.5M | 27k | 91.00 |
| 2017-12-31 | $2.8M | 28k | 99.31 |
| 2017-09-30 | $1.6M | 17k | 94.59 |
| 2017-06-30 | $407k | 4.8k | 84.14 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors