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American Express Company shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 65k 187.34
2023-09-30 $9.9M 67k 149.19
2023-06-30 $6.2M 36k 174.21
2023-03-31 $8.9M 54k 164.94
2022-12-31 $5.7M 39k 147.74
2022-09-30 $3.7M 27k 134.87
2022-06-30 $3.4M 25k 139.00
2022-03-31 $6.3M 34k 187.01
2021-12-31 $4.2M 25k 163.62
2021-09-30 $5.2M 31k 167.54
2021-06-30 $4.8M 29k 165.22
2021-03-31 $862k 6.1k 141.36
2020-12-31 $952k 7.9k 120.80
2020-09-30 $583k 5.8k 100.29
2020-06-30 $655k 6.9k 95.34
2020-03-31 $290k 3.2k 90.91