American Express Company shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $81k | 541 | 149.19 |
| 2023-06-30 | $94k | 541 | 174.20 |
| 2023-03-31 | $89k | 541 | 164.95 |
| 2022-12-31 | $80k | 541 | 147.75 |
| 2022-09-30 | $67k | 497 | 134.81 |
| 2022-06-30 | $999 | 7 | 142.86 |
| 2022-03-31 | $999 | 7 | 142.86 |
| 2021-12-31 | $7.0k | 42 | 166.67 |
| 2021-09-30 | $1.1M | 6.3k | 167.59 |
| 2021-06-30 | $999 | 7 | 142.86 |
| 2021-03-31 | $999 | 7 | 142.86 |
| 2020-12-31 | $999 | 7 | 142.86 |
| 2020-09-30 | $999 | 7 | 142.86 |
| 2020-06-30 | $999 | 7 | 142.86 |
| 2020-03-31 | $999 | 7 | 142.86 |
| 2019-12-31 | $1.0k | 7 | 142.86 |