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American Express Company shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Express Company by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 13k 231.55
2024-03-31 $2.9M 13k 227.69
2023-12-31 $2.4M 13k 187.34
2023-09-30 $1.8M 12k 149.19
2023-06-30 $2.2M 13k 174.20
2023-03-31 $2.1M 13k 164.95
2022-12-31 $1.9M 13k 147.75
2022-06-30 $1.0M 7.4k 138.60
2022-03-31 $1.9M 10k 187.04
2021-12-31 $1.8M 11k 163.57
2021-09-30 $3.6M 36k 100.25
2021-06-30 $897k 5.4k 165.19
2021-03-31 $755k 5.3k 141.36
2020-12-31 $4.1M 34k 120.92
2020-09-30 $3.4M 34k 100.25
2020-06-30 $3.3M 35k 95.19
2020-03-31 $2.3M 27k 85.58
2019-12-31 $3.6M 29k 124.50
2019-09-30 $3.4M 29k 118.27
2019-06-30 $3.7M 30k 123.47
2019-03-31 $3.4M 31k 109.29
2018-12-31 $3.1M 32k 95.34
2018-09-30 $3.4M 32k 106.49
2018-06-30 $2.9M 30k 98.00
2018-03-31 $2.8M 30k 93.28
2017-12-31 $2.9M 29k 99.30
2017-09-30 $2.6M 28k 90.44
2017-06-30 $2.4M 29k 84.25
2017-03-31 $2.1M 27k 79.12
2011-12-31 $1.3M 27k 47.17
2011-09-30 $1.1M 25k 44.88
2011-06-30 $1.3M 26k 51.69
2011-03-31 $1.1M 25k 45.21
2010-12-31 $1.0M 24k 42.93

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Bloomberg 3-12 M (BILS)

View all positions for Coldstream Capital Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Massachusetts Financial Services
T. Rowe Price Associates
Fisher Investments
Nuveen Asset Management
Goldman Sachs Group
Invesco
Artisan Partners Limited Partnership

View all funds holding American Express Company