American Express Company shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in American Express Company
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Quarterly reported holdings in American Express Company by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $114k | 422 | 271.20 |
| 2024-06-30 | $89k | 382 | 231.55 |
| 2024-03-31 | $107k | 471 | 227.69 |
| 2023-12-31 | $83k | 441 | 187.34 |
| 2023-09-30 | $98k | 658 | 149.19 |
| 2023-06-30 | $126k | 725 | 174.20 |
| 2023-03-31 | $154k | 932 | 164.93 |
| 2022-12-31 | $161k | 1.1k | 147.74 |
| 2022-06-30 | $177k | 1.3k | 138.39 |
| 2022-03-31 | $240k | 1.3k | 187.21 |
| 2021-12-31 | $224k | 1.4k | 163.86 |
| 2021-09-30 | $116k | 692 | 167.63 |
| 2021-06-30 | $193k | 1.2k | 165.38 |
| 2021-03-31 | $178k | 1.3k | 141.49 |
| 2020-12-31 | $166k | 1.4k | 120.82 |