American Express Company shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in American Express Company
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All positions including American Express Company held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in American Express Company by Pacific Capital Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $235k | 1.3k | 187.34 |
2023-06-30 | $218k | 1.3k | 174.20 |
2023-03-31 | $207k | 1.3k | 164.95 |
2022-09-30 | $229k | 1.7k | 134.86 |
2022-06-30 | $223k | 1.6k | 138.34 |
2022-03-31 | $301k | 1.6k | 186.72 |
2021-12-31 | $264k | 1.6k | 163.77 |
2021-09-30 | $237k | 1.4k | 167.25 |
2021-06-30 | $234k | 1.4k | 165.14 |
2021-03-31 | $200k | 1.4k | 141.14 |
2020-09-30 | $142k | 1.4k | 100.21 |
More positions owned by Pacific Capital Wealth Advisors
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