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American Express Company shares owned by Carroll Financial Associates

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Carroll Financial Associates from 13F filings

Historical chart of Carroll Financial Associates investment in American Express Company

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All positions including American Express Company held by Carroll Financial Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $7.7M 47k 164.38
2021-09-30 $8.6M 52k 167.53
2021-06-30 $8.6M 52k 165.21
2021-03-31 $6.6M 47k 141.43
2020-12-31 $5.7M 47k 120.90
2020-09-30 $4.7M 47k 100.24
2020-06-30 $4.5M 47k 95.18
2020-03-31 $4.1M 48k 85.60
2019-12-31 $5.9M 48k 124.48
2019-09-30 $5.6M 48k 118.26
2019-06-30 $5.9M 48k 123.43
2019-03-31 $5.1M 47k 109.29
2018-12-31 $4.6M 47k 98.15
2018-09-30 $5.0M 47k 106.47
2018-06-30 $4.6M 47k 97.99
2018-03-31 $4.4M 47k 93.28
2017-12-31 $4.7M 47k 99.30
2017-09-30 $4.3M 47k 91.15
2017-06-30 $4.0M 48k 84.24
2017-03-31 $3.7M 47k 79.09
2016-12-31 $278k 3.8k 74.03
2016-09-30 $225k 3.5k 63.79
2016-06-30 $221k 3.7k 60.51
2016-03-31 $225k 3.7k 61.37
2015-12-31 $255k 3.7k 69.46
2015-09-30 $306k 4.0k 76.44
2015-06-30 $337k 4.3k 77.79
2015-03-31 $229k 2.9k 78.26
2014-12-31 $116k 1.4k 83.69
2014-09-30 $178k 1.9k 91.52
2014-06-30 $325k 3.4k 94.72
2014-03-31 $295k 3.3k 89.91
2013-12-31 $249k 2.7k 90.68
2013-09-30 $240k 3.2k 75.45
2013-06-30 $228k 3.1k 74.61

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Jpmorgan Chase & Co
Geode Capital Management
FMR
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Northern Trust
Nuveen Asset Management
Invesco
Legal & General Group

View all funds holding American Express Company