American Express Company shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in American Express Company
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All positions including American Express Company held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in American Express Company by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.6M | 25k | 187.34 |
| 2023-09-30 | $3.6M | 24k | 149.19 |
| 2023-06-30 | $4.2M | 24k | 174.20 |
| 2023-03-31 | $4.2M | 26k | 164.95 |
| 2022-12-31 | $3.6M | 24k | 147.75 |
| 2022-09-30 | $3.3M | 24k | 134.92 |
| 2022-06-30 | $3.1M | 23k | 137.78 |
| 2022-03-31 | $4.0M | 21k | 187.00 |
| 2021-12-31 | $3.3M | 20k | 164.44 |
| 2021-09-30 | $3.4M | 20k | 168.89 |
| 2021-06-30 | $3.3M | 20k | 164.44 |
| 2021-03-31 | $2.7M | 19k | 141.21 |
| 2020-12-31 | $2.4M | 20k | 120.00 |
| 2020-09-30 | $2.0M | 20k | 102.22 |
| 2020-06-30 | $1.8M | 19k | 94.81 |
| 2020-03-31 | $1.5M | 18k | 85.60 |
| 2019-12-31 | $2.2M | 18k | 124.00 |
| 2019-09-30 | $2.2M | 18k | 118.00 |
| 2019-06-30 | $2.3M | 19k | 123.45 |
| 2019-03-31 | $2.0M | 18k | 110.00 |
| 2018-12-31 | $1.7M | 18k | 96.00 |
| 2018-09-30 | $1.9M | 18k | 106.00 |
| 2018-06-30 | $1.8M | 18k | 98.01 |
| 2018-03-31 | $1.7M | 18k | 93.26 |
| 2017-12-31 | $1.8M | 18k | 100.00 |
| 2017-09-30 | $1.6M | 18k | 90.00 |
| 2017-06-30 | $1.5M | 18k | 84.24 |
| 2017-03-31 | $1.4M | 18k | 80.00 |
| 2016-12-31 | $1.3M | 18k | 74.00 |
| 2016-09-30 | $1.1M | 17k | 64.00 |
| 2016-06-30 | $1.0M | 17k | 60.00 |
| 2016-03-31 | $1.0M | 17k | 62.00 |
| 2015-12-31 | $1.3M | 19k | 70.00 |
| 2015-09-30 | $1.5M | 21k | 74.00 |
| 2015-06-30 | $1.5M | 19k | 78.00 |
| 2015-03-31 | $1.5M | 19k | 78.00 |
| 2014-12-31 | $1.8M | 19k | 94.00 |
| 2014-09-30 | $1.7M | 19k | 88.00 |
| 2014-06-30 | $1.8M | 19k | 94.89 |
| 2014-03-31 | $1.8M | 20k | 90.04 |
| 2013-12-31 | $1.8M | 20k | 90.00 |
| 2013-09-30 | $1.5M | 20k | 76.00 |
| 2013-06-30 | $1.4M | 19k | 74.75 |
| 2013-03-31 | $1.3M | 18k | 68.00 |
| 2012-12-31 | $1.1M | 18k | 58.00 |
| 2012-09-30 | $993k | 18k | 56.88 |
| 2012-06-30 | $1.1M | 19k | 58.39 |
| 2012-03-31 | $996k | 17k | 57.97 |
| 2011-12-31 | $636k | 14k | 47.16 |
| 2011-09-30 | $643k | 14k | 44.91 |
| 2011-06-30 | $693k | 13k | 51.70 |
| 2011-03-31 | $604k | 13k | 45.20 |