Cherry Tree Wealth Management »

American Express Company shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Express Company by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $715k 2.6k 271.16
2024-06-30 $630k 2.7k 231.51
2024-03-31 $609k 2.7k 227.65
2023-12-31 $501k 2.7k 187.31
2023-09-30 $430k 2.9k 149.17
2023-06-30 $501k 2.9k 174.17

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Nuveen Asset Management
Northern Trust
Goldman Sachs Group
Invesco

View all funds holding American Express Company