American Express Company shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in American Express Company
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All positions including American Express Company held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in American Express Company by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $318k | 1.2k | 271.18 |
| 2024-06-30 | $289k | 1.2k | 231.55 |
| 2019-03-31 | $57k | 525 | 108.57 |
| 2018-12-31 | $62k | 651 | 95.24 |