American Express Company shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.3M | 28k | 227.69 |
| 2023-12-31 | $5.1M | 27k | 187.34 |
| 2023-09-30 | $3.9M | 26k | 149.19 |
| 2023-06-30 | $4.6M | 26k | 174.20 |
| 2023-03-31 | $4.3M | 26k | 164.95 |
| 2022-12-31 | $3.9M | 26k | 147.75 |
| 2022-09-30 | $3.6M | 27k | 134.91 |
| 2022-06-30 | $3.6M | 26k | 138.63 |
| 2022-03-31 | $4.2M | 22k | 187.02 |
| 2021-12-31 | $4.6M | 28k | 163.60 |
| 2021-09-30 | $4.7M | 28k | 167.53 |
| 2021-06-30 | $4.6M | 28k | 165.22 |
| 2021-03-31 | $3.9M | 27k | 141.43 |
| 2020-12-31 | $3.3M | 27k | 120.91 |
| 2020-09-30 | $2.1M | 21k | 100.24 |
| 2020-06-30 | $1.6M | 17k | 95.20 |