American Express Company shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in American Express Company by Amplius Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $420k | 1.6k | 271.20 |
2024-06-30 | $358k | 1.5k | 231.55 |
2024-03-31 | $353k | 1.5k | 227.69 |
2023-12-31 | $281k | 1.5k | 187.34 |
2023-09-30 | $218k | 1.5k | 149.19 |
2023-06-30 | $254k | 1.5k | 174.20 |
2023-03-31 | $245k | 1.5k | 164.95 |
2022-12-31 | $215k | 1.5k | 147.75 |
2022-03-31 | $273k | 1.5k | 186.60 |
2021-12-31 | $229k | 1.4k | 163.34 |