American Express Company shares owned by Caldwell Trust
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in American Express Company
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Quarterly reported holdings in American Express Company by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 18k | 332.16 |
| 2021-12-31 | $2.0M | 12k | 163.60 |
| 2021-09-30 | $2.1M | 12k | 167.53 |
| 2021-06-30 | $1.6M | 9.4k | 165.23 |
| 2021-03-31 | $1.3M | 9.5k | 141.44 |
| 2020-12-31 | $1.3M | 11k | 120.91 |
| 2020-09-30 | $1.4M | 14k | 100.25 |
| 2020-06-30 | $1.5M | 16k | 95.20 |
| 2020-03-31 | $1.3M | 16k | 85.61 |
| 2019-12-31 | $1.9M | 16k | 124.49 |