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

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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
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