American Express Company shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in American Express Company
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All positions including American Express Company held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in American Express Company by United Capital Financial Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $24M | 129k | 187.34 |
2023-09-30 | $19M | 128k | 149.19 |
2023-06-30 | $25M | 143k | 174.20 |
2023-03-31 | $25M | 154k | 164.95 |
2022-12-31 | $22M | 151k | 147.75 |
2022-09-30 | $21M | 152k | 134.91 |
2022-06-30 | $21M | 149k | 138.62 |
2022-03-31 | $28M | 149k | 187.00 |
2021-12-31 | $27M | 163k | 163.60 |
2021-09-30 | $28M | 169k | 167.53 |
2021-06-30 | $28M | 172k | 165.23 |
2021-03-31 | $24M | 172k | 141.44 |
2020-12-31 | $21M | 176k | 120.91 |
2020-09-30 | $18M | 181k | 100.25 |
2020-06-30 | $17M | 179k | 95.20 |
2020-03-31 | $15M | 179k | 85.61 |
2019-12-31 | $23M | 186k | 124.49 |
2019-09-30 | $21M | 180k | 118.28 |
2019-06-30 | $24M | 198k | 123.44 |
2019-03-31 | $22M | 198k | 109.30 |
2018-12-31 | $19M | 202k | 95.32 |
2018-09-30 | $22M | 210k | 106.49 |
2018-06-30 | $21M | 211k | 98.00 |
2018-03-31 | $20M | 218k | 93.28 |
2017-12-31 | $21M | 215k | 99.70 |
2017-09-30 | $20M | 219k | 90.46 |
2017-06-30 | $18M | 218k | 84.24 |
2017-03-31 | $17M | 214k | 79.11 |
2016-12-31 | $17M | 224k | 74.08 |
2016-09-30 | $15M | 241k | 64.04 |
2016-06-30 | $16M | 266k | 61.00 |
2016-03-31 | $18M | 297k | 61.40 |
2015-12-31 | $16M | 229k | 69.55 |
2015-09-30 | $21M | 282k | 74.13 |
2015-06-30 | $22M | 282k | 77.72 |
2015-03-31 | $12M | 154k | 77.45 |
2014-12-31 | $9.3M | 100k | 93.04 |
2014-09-30 | $8.2M | 94k | 87.54 |
2014-06-30 | $3.7M | 39k | 94.87 |
2014-03-31 | $3.1M | 35k | 90.04 |
2013-12-31 | $2.1M | 23k | 90.75 |
2013-09-30 | $2.3M | 30k | 75.53 |
2013-06-30 | $2.2M | 29k | 74.78 |
2013-03-31 | $2.0M | 29k | 67.47 |
2012-12-31 | $1.5M | 26k | 57.46 |
2012-09-30 | $1.5M | 27k | 56.85 |
2012-06-30 | $1.7M | 30k | 58.21 |
2011-12-31 | $1.5M | 32k | 47.17 |
2011-09-30 | $1.3M | 30k | 44.89 |
2011-03-31 | $248k | 5.5k | 45.19 |
More positions owned by United Capital Financial Advisers
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