American Express Company shares owned by A. Montag and Associates
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 13k | 187.34 |
| 2023-09-30 | $1.8M | 12k | 149.19 |
| 2023-06-30 | $2.1M | 12k | 174.20 |
| 2023-03-31 | $2.0M | 12k | 164.95 |
| 2022-12-31 | $1.8M | 12k | 147.75 |
| 2022-09-30 | $1.7M | 12k | 134.91 |
| 2022-06-30 | $1.7M | 12k | 139.13 |
| 2022-03-31 | $2.5M | 13k | 187.01 |
| 2021-12-31 | $2.6M | 16k | 163.57 |
| 2021-09-30 | $2.7M | 16k | 167.51 |
| 2021-06-30 | $2.7M | 16k | 165.23 |
| 2021-03-31 | $2.3M | 16k | 141.42 |
| 2020-12-31 | $2.6M | 22k | 120.92 |
| 2020-09-30 | $6.1M | 61k | 100.25 |
| 2020-06-30 | $6.9M | 73k | 95.20 |
| 2020-03-31 | $4.6M | 54k | 85.61 |
| 2019-12-31 | $4.4M | 36k | 124.50 |
| 2019-09-30 | $4.3M | 37k | 118.29 |
| 2019-06-30 | $5.6M | 45k | 123.43 |
| 2019-03-31 | $4.9M | 45k | 109.30 |
| 2018-12-31 | $5.0M | 52k | 95.31 |
| 2018-09-30 | $2.2M | 20k | 106.47 |
| 2018-06-30 | $608k | 6.2k | 98.02 |
| 2018-03-31 | $579k | 6.2k | 93.34 |
| 2017-12-31 | $591k | 6.0k | 99.28 |
| 2017-09-30 | $539k | 6.0k | 90.54 |
| 2017-06-30 | $524k | 6.2k | 84.26 |
| 2017-03-31 | $492k | 6.2k | 79.11 |
| 2016-12-31 | $461k | 6.2k | 74.13 |
| 2016-09-30 | $398k | 6.2k | 64.00 |
| 2016-06-30 | $378k | 6.2k | 60.78 |
| 2016-03-31 | $388k | 6.3k | 61.40 |
| 2015-12-31 | $432k | 6.2k | 69.57 |
| 2015-09-30 | $460k | 6.2k | 74.07 |
| 2015-06-30 | $483k | 6.2k | 77.78 |
| 2015-03-31 | $485k | 6.2k | 78.10 |
| 2014-12-31 | $578k | 6.2k | 93.08 |
| 2014-09-30 | $518k | 5.9k | 87.50 |
| 2014-06-30 | $268k | 2.8k | 94.90 |
| 2014-03-31 | $254k | 2.8k | 89.94 |
| 2013-12-31 | $256k | 2.8k | 90.65 |
| 2011-12-31 | $657k | 14k | 47.19 |
More positions owned by A. Montag and Associates
Home Depot (HD)
View all positions for A. Montag and Associates