American Express Company shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in American Express Company
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Quarterly reported holdings in American Express Company by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $31M | 99k | 318.98 |
| 2025-03-31 | $14M | 50k | 270.16 |
| 2024-12-31 | $13M | 42k | 296.80 |
| 2024-09-30 | $19M | 70k | 271.20 |
| 2024-03-31 | $792k | 3.5k | 227.70 |
| 2023-12-31 | $1.9M | 10k | 187.35 |
| 2023-09-30 | $506k | 3.4k | 149.20 |
| 2023-06-30 | $577k | 3.3k | 174.23 |
| 2023-03-31 | $540k | 3.3k | 164.98 |
| 2022-12-31 | $552k | 3.7k | 147.79 |
| 2022-09-30 | $486k | 3.6k | 134.93 |
| 2022-06-30 | $416k | 3.0k | 138.57 |
| 2022-03-31 | $573k | 3.1k | 186.77 |
| 2021-12-31 | $627k | 3.8k | 163.58 |
More positions owned by Congress Wealth Management LLC / DE /
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