American Express Company shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $837k | 2.5k | 332.16 |
| 2025-06-30 | $804k | 2.5k | 318.98 |
| 2025-03-31 | $678k | 2.5k | 269.05 |
| 2024-12-31 | $748k | 2.5k | 296.79 |
| 2024-09-30 | $682k | 2.5k | 271.20 |
| 2024-06-30 | $582k | 2.5k | 231.55 |
| 2024-03-31 | $573k | 2.5k | 227.69 |
| 2023-12-31 | $471k | 2.5k | 187.34 |
| 2023-09-30 | $375k | 2.5k | 149.19 |
| 2023-06-30 | $438k | 2.5k | 174.20 |
| 2023-03-31 | $421k | 2.6k | 164.95 |
| 2022-12-31 | $277k | 1.9k | 147.73 |
| 2022-03-31 | $224k | 1.2k | 187.13 |
| 2021-09-30 | $201k | 1.2k | 167.92 |
| 2020-12-31 | $145k | 1.2k | 121.14 |
| 2020-09-30 | $120k | 1.2k | 100.25 |
| 2020-06-30 | $186k | 2.0k | 95.19 |
| 2020-03-31 | $167k | 2.0k | 85.47 |
| 2019-12-31 | $261k | 2.1k | 124.64 |
| 2019-09-30 | $248k | 2.1k | 118.43 |
| 2019-06-30 | $270k | 2.2k | 123.46 |
| 2019-03-31 | $343k | 3.1k | 109.27 |
| 2018-12-31 | $296k | 3.1k | 95.45 |
| 2018-09-30 | $330k | 3.1k | 106.42 |
| 2018-06-30 | $332k | 3.4k | 97.91 |
| 2018-03-31 | $316k | 3.4k | 93.19 |
| 2017-12-31 | $345k | 3.5k | 99.28 |
| 2017-09-30 | $211k | 2.3k | 90.33 |
| 2017-06-30 | $196k | 2.3k | 83.90 |
| 2017-03-31 | $185k | 2.3k | 79.20 |
| 2016-12-31 | $173k | 2.3k | 74.06 |