American Express Company shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.6M | 11k | 149.19 |
| 2023-06-30 | $3.8M | 22k | 174.20 |
| 2023-03-31 | $3.6M | 22k | 164.95 |
| 2022-12-31 | $3.2M | 22k | 147.75 |
| 2022-09-30 | $2.7M | 20k | 134.91 |
| 2022-06-30 | $2.6M | 19k | 138.61 |
| 2022-03-31 | $3.5M | 19k | 187.01 |
| 2021-12-31 | $3.2M | 20k | 163.58 |
| 2021-09-30 | $3.3M | 20k | 167.52 |
| 2021-06-30 | $3.3M | 20k | 165.21 |
| 2021-03-31 | $2.9M | 19k | 154.44 |
| 2020-12-31 | $2.6M | 21k | 120.92 |
| 2020-09-30 | $928k | 9.3k | 100.25 |
| 2020-06-30 | $886k | 9.3k | 95.25 |
| 2020-03-31 | $773k | 9.0k | 85.58 |
| 2019-12-31 | $1.1M | 8.8k | 124.45 |
| 2019-09-30 | $1.0M | 8.6k | 118.28 |
| 2019-06-30 | $1.1M | 8.6k | 123.41 |
| 2019-03-31 | $945k | 8.6k | 109.30 |
| 2018-12-31 | $792k | 8.3k | 95.36 |
| 2018-09-30 | $856k | 8.0k | 106.49 |
| 2018-06-30 | $788k | 8.0k | 98.03 |
| 2018-03-31 | $750k | 8.0k | 93.31 |
| 2017-12-31 | $790k | 8.0k | 99.33 |
| 2017-09-30 | $721k | 8.0k | 90.52 |
| 2017-06-30 | $746k | 8.9k | 84.21 |
| 2017-03-31 | $1.2M | 15k | 79.11 |
| 2016-12-31 | $580k | 7.8k | 74.07 |
| 2016-09-30 | $518k | 8.1k | 63.99 |
| 2016-06-30 | $473k | 7.8k | 60.73 |
| 2016-03-31 | $472k | 7.7k | 61.44 |
| 2015-12-31 | $534k | 7.7k | 69.59 |
| 2015-09-30 | $600k | 8.1k | 74.16 |
| 2015-06-30 | $620k | 8.0k | 77.71 |
| 2015-03-31 | $623k | 8.0k | 78.09 |