American Express Company shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in American Express Company
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Quarterly reported holdings in American Express Company by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 7.2k | 332.16 |
| 2025-06-30 | $2.3M | 7.2k | 318.98 |
| 2025-03-31 | $1.9M | 7.2k | 260.14 |
| 2024-12-31 | $1.5M | 4.6k | 325.87 |
| 2024-09-30 | $1.3M | 4.6k | 271.20 |
| 2024-06-30 | $1.1M | 5.0k | 231.55 |
| 2024-03-31 | $1.1M | 5.0k | 227.69 |
| 2023-12-31 | $945k | 5.0k | 187.34 |
| 2023-09-30 | $746k | 5.0k | 149.19 |
| 2023-06-30 | $853k | 4.9k | 174.20 |
| 2023-03-31 | $795k | 4.8k | 164.95 |
| 2022-12-31 | $713k | 4.8k | 147.75 |
| 2022-09-30 | $626k | 4.6k | 134.86 |
| 2022-06-30 | $735k | 4.5k | 162.83 |
| 2022-03-31 | $805k | 4.3k | 186.86 |
| 2021-12-31 | $705k | 4.3k | 163.46 |
More positions owned by Confluence Wealth Services
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