American Express Company shares owned by WMS Partners
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in American Express Company
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All positions including American Express Company held by WMS Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in American Express Company by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $439k | 2.3k | 187.37 |
| 2023-09-30 | $410k | 2.7k | 149.19 |
| 2023-06-30 | $492k | 2.8k | 174.19 |
| 2023-03-31 | $465k | 2.8k | 164.96 |
| 2022-12-31 | $427k | 2.9k | 147.73 |
| 2022-09-30 | $401k | 3.0k | 134.84 |
| 2022-06-30 | $411k | 3.0k | 138.76 |
| 2022-03-31 | $545k | 2.9k | 187.03 |
| 2021-12-31 | $504k | 3.1k | 163.53 |
| 2021-09-30 | $541k | 3.2k | 167.49 |
| 2021-06-30 | $577k | 3.5k | 165.23 |
| 2021-03-31 | $494k | 3.5k | 141.55 |
| 2020-12-31 | $422k | 3.5k | 121.02 |
| 2020-09-30 | $360k | 3.6k | 100.14 |
| 2020-06-30 | $332k | 3.5k | 95.24 |
| 2020-03-31 | $273k | 3.2k | 85.74 |
| 2019-12-31 | $411k | 3.3k | 124.39 |
| 2019-09-30 | $414k | 3.5k | 118.15 |
| 2019-06-30 | $1.0M | 8.3k | 123.42 |
| 2019-03-31 | $795k | 7.3k | 109.26 |
| 2018-12-31 | $695k | 7.3k | 95.35 |
| 2018-09-30 | $979k | 9.2k | 106.54 |
| 2018-06-30 | $901k | 9.2k | 98.05 |
| 2018-03-31 | $750k | 8.0k | 93.30 |
| 2017-12-31 | $1.1M | 12k | 99.32 |
| 2017-09-30 | $1.0M | 11k | 90.48 |
| 2017-06-30 | $960k | 11k | 84.25 |
| 2017-03-31 | $923k | 12k | 79.15 |
| 2016-12-31 | $864k | 12k | 74.09 |
| 2016-09-30 | $749k | 12k | 64.01 |
| 2016-06-30 | $700k | 12k | 60.78 |
| 2016-03-31 | $707k | 12k | 61.39 |
| 2015-12-31 | $803k | 12k | 69.57 |
| 2015-09-30 | $954k | 13k | 74.13 |
| 2015-06-30 | $1.1M | 14k | 77.72 |
| 2015-03-31 | $1.1M | 14k | 78.13 |
| 2014-12-31 | $1.2M | 13k | 93.03 |
| 2014-09-30 | $1.1M | 13k | 87.58 |
| 2014-06-30 | $1.2M | 13k | 94.82 |
| 2014-03-31 | $1.2M | 13k | 90.02 |
| 2013-12-31 | $1.2M | 13k | 90.74 |
| 2013-09-30 | $808k | 11k | 75.55 |
| 2013-06-30 | $799k | 11k | 74.71 |
| 2013-03-31 | $492k | 7.3k | 67.44 |
| 2012-12-31 | $419k | 7.3k | 57.44 |
| 2012-09-30 | $415k | 7.3k | 56.89 |
| 2012-06-30 | $425k | 7.3k | 58.26 |
| 2012-03-31 | $377k | 7.3k | 51.68 |
| 2011-12-31 | $344k | 7.3k | 47.16 |
| 2011-09-30 | $328k | 7.3k | 44.96 |
| 2011-06-30 | $377k | 7.3k | 51.68 |
| 2011-03-31 | $330k | 7.3k | 45.24 |
| 2010-12-31 | $313k | 7.3k | 42.91 |