American Express Company shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $460k | 1.6k | 296.79 |
| 2024-09-30 | $422k | 1.6k | 271.20 |
| 2024-06-30 | $354k | 1.5k | 231.61 |
| 2024-03-31 | $348k | 1.5k | 227.75 |
| 2023-09-30 | $225k | 1.5k | 149.19 |
| 2023-06-30 | $319k | 1.8k | 174.20 |
| 2023-03-31 | $250k | 1.5k | 164.95 |
| 2022-12-31 | $227k | 1.5k | 147.75 |
| 2022-09-30 | $234k | 1.7k | 134.72 |
| 2022-06-30 | $258k | 1.9k | 138.49 |
| 2022-03-31 | $343k | 1.8k | 186.82 |
| 2021-12-31 | $707k | 4.3k | 163.54 |
| 2021-09-30 | $241k | 1.4k | 167.71 |
| 2021-06-30 | $237k | 1.4k | 164.93 |
| 2021-03-31 | $203k | 1.4k | 141.27 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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