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American Express Company shares owned by Regent Peak Wealth Advisors

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Regent Peak Wealth Advisors from 13F filings

Historical chart of Regent Peak Wealth Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $262k 1.2k 227.69
2023-12-31 $225k 1.2k 187.34
2023-06-30 $244k 1.4k 174.20
2023-03-31 $253k 1.5k 164.95
2022-12-31 $1.7M 12k 147.75
2022-09-30 $1.3M 9.9k 134.84
2020-12-31 $84k 698 120.34