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American Express Company shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $185k 812 227.65
2023-12-31 $351k 1.9k 187.37
2023-09-30 $280k 1.9k 149.19
2023-06-30 $326k 1.9k 174.21
2023-03-31 $307k 1.9k 164.94
2022-12-31 $282k 1.9k 151.64

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
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

View all funds holding American Express Company