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American Express Company shares owned by Arista Wealth Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Arista Wealth Management from 13F filings

Historical chart of Arista Wealth Management investment in American Express Company

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All positions including American Express Company held by Arista Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Arista Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $347k 1.9k 187.31
2023-09-30 $276k 1.9k 149.21
2023-06-30 $320k 1.8k 174.19
2023-03-31 $303k 1.8k 164.99
2022-12-31 $271k 1.8k 147.72

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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Arista Wealth Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
Wellington Management Company
Jpmorgan Chase & Co
Bank of America Corporation
Massachusetts Financial Services
Fisher Investments
T. Rowe Price Associates
Norges Bank Investment Management
Legal & General Group
Harris Associates L.P
Lazard Asset Management
Artisan Partners Limited Partnership
Bank of New York Mellon
Goldman Sachs Group

View all funds holding American Express Company