American Express Company shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 7.2k | 271.20 |
| 2024-06-30 | $1.8M | 7.7k | 231.55 |
| 2024-03-31 | $1.9M | 8.4k | 227.69 |
| 2023-12-31 | $1.7M | 9.0k | 187.34 |
| 2023-09-30 | $1.4M | 9.1k | 149.19 |
| 2023-06-30 | $1.6M | 9.1k | 174.20 |
| 2023-03-31 | $1.5M | 9.1k | 164.95 |
| 2022-12-31 | $1.9M | 13k | 147.75 |
| 2022-09-30 | $1.7M | 13k | 134.93 |
| 2022-06-30 | $3.1M | 22k | 138.62 |
| 2022-03-31 | $4.2M | 23k | 186.99 |
| 2021-12-31 | $4.3M | 26k | 163.61 |
| 2021-09-30 | $4.4M | 26k | 167.54 |
| 2021-06-30 | $4.3M | 26k | 165.24 |
| 2021-03-31 | $3.7M | 26k | 141.42 |
| 2020-12-31 | $3.2M | 26k | 120.89 |
| 2020-09-30 | $2.6M | 26k | 100.27 |
| 2020-06-30 | $1.8M | 19k | 95.23 |