American Express Company shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in American Express Company
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Quarterly reported holdings in American Express Company by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.3k | 332.20 |
| 2025-06-30 | $1.3M | 4.1k | 318.99 |
| 2025-03-31 | $1.1M | 4.0k | 269.03 |
| 2024-12-31 | $1.1M | 3.9k | 296.83 |
| 2024-09-30 | $958k | 3.5k | 271.21 |
| 2024-06-30 | $822k | 3.6k | 231.54 |
| 2024-03-31 | $810k | 3.6k | 227.66 |
| 2023-12-31 | $615k | 3.3k | 187.35 |
| 2023-09-30 | $487k | 3.3k | 149.18 |
| 2023-06-30 | $547k | 3.1k | 174.18 |
| 2023-03-31 | $528k | 3.2k | 164.93 |
| 2022-12-31 | $480k | 3.3k | 147.69 |
| 2022-09-30 | $307k | 2.3k | 135.12 |
| 2022-06-30 | $448k | 3.2k | 138.66 |
| 2022-03-31 | $663k | 3.5k | 186.92 |
| 2021-12-31 | $513k | 3.1k | 163.69 |
| 2021-09-30 | $546k | 3.3k | 167.64 |
| 2021-06-30 | $573k | 3.5k | 165.22 |
| 2021-03-31 | $421k | 3.0k | 141.61 |
| 2020-12-31 | $342k | 2.8k | 120.76 |