American Express Company shares owned by Centric Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Centric Wealth Management 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 Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $453k | 1.5k | 295.07 |
| 2024-06-30 | $377k | 1.5k | 245.81 |
| 2024-03-31 | $359k | 1.5k | 233.96 |
| 2023-12-31 | $289k | 1.4k | 205.94 |
| 2023-09-30 | $209k | 1.4k | 149.19 |
| 2023-06-30 | $241k | 1.4k | 171.71 |
| 2023-03-31 | $236k | 1.4k | 164.95 |
| 2022-12-31 | $210k | 1.4k | 147.75 |
| 2022-03-31 | $257k | 1.4k | 187.32 |
| 2021-12-31 | $228k | 1.4k | 163.56 |
| 2021-09-30 | $259k | 1.5k | 167.75 |
| 2021-06-30 | $255k | 1.5k | 165.16 |