American Express Company shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in American Express Company
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Quarterly reported holdings in American Express Company by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.1M | 4.2k | 269.07 |
| 2024-12-31 | $1.2M | 4.1k | 296.79 |
| 2024-09-30 | $1.0M | 3.7k | 271.20 |
| 2024-06-30 | $640k | 2.8k | 231.54 |
| 2024-03-31 | $649k | 2.8k | 227.71 |
| 2023-12-31 | $499k | 2.7k | 187.32 |
| 2023-09-30 | $417k | 2.8k | 149.20 |
| 2023-06-30 | $496k | 2.8k | 174.18 |
| 2023-03-31 | $463k | 2.8k | 164.96 |
| 2022-12-31 | $408k | 2.8k | 147.74 |
| 2022-09-30 | $371k | 2.7k | 135.06 |
| 2022-06-30 | $560k | 4.0k | 138.72 |
| 2022-03-31 | $430k | 2.3k | 186.79 |
| 2021-12-31 | $372k | 2.3k | 163.37 |
| 2021-09-30 | $327k | 2.0k | 167.61 |
| 2021-03-31 | $216k | 1.5k | 141.27 |
More positions owned by Aurum Wealth Management Group
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