American Express Company shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 21k | 332.16 |
| 2025-06-30 | $7.0M | 22k | 318.98 |
| 2025-03-31 | $5.8M | 22k | 269.04 |
| 2024-12-31 | $6.1M | 21k | 296.80 |
| 2024-09-30 | $3.0M | 11k | 271.20 |
| 2024-06-30 | $2.4M | 11k | 231.56 |
| 2024-03-31 | $2.0M | 9.0k | 227.67 |
| 2023-12-31 | $2.6M | 14k | 187.34 |
More positions owned by Concurrent Investment Advisors
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