American Express Company shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in American Express Company by Precedent Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $400k | 1.8k | 227.69 |
2023-12-31 | $329k | 1.8k | 187.34 |