American Express Company shares owned by Advisor OS
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in American Express Company
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Quarterly reported holdings in American Express Company by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6M | 5.3k | 296.79 |
| 2024-09-30 | $876k | 3.2k | 271.17 |
| 2024-06-30 | $698k | 3.0k | 231.55 |
| 2024-03-31 | $609k | 2.7k | 227.70 |
| 2023-12-31 | $465k | 2.5k | 187.33 |
| 2023-09-30 | $320k | 2.1k | 149.19 |
| 2023-06-30 | $381k | 2.2k | 174.17 |
| 2023-03-31 | $250k | 1.5k | 164.95 |
| 2022-12-31 | $261k | 1.8k | 147.83 |
| 2022-03-31 | $250k | 1.3k | 190.48 |
| 2021-12-31 | $334k | 2.1k | 161.07 |
| 2021-09-30 | $381k | 2.3k | 167.31 |
| 2021-06-30 | $389k | 2.4k | 164.99 |