American Express Company shares owned by Creative Planning
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in American Express Company
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Quarterly reported holdings in American Express Company by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $26M | 138k | 187.34 |
| 2023-09-30 | $19M | 129k | 149.19 |
| 2023-06-30 | $22M | 123k | 174.20 |
| 2023-03-31 | $19M | 117k | 164.95 |
| 2022-12-31 | $17M | 114k | 147.75 |
| 2022-09-30 | $15M | 110k | 134.91 |
| 2022-06-30 | $15M | 107k | 138.63 |
| 2022-03-31 | $238k | 95k | 2.50 |
| 2021-12-31 | $14M | 88k | 163.61 |
| 2021-09-30 | $16M | 96k | 167.53 |
| 2021-06-30 | $16M | 94k | 165.23 |
| 2021-03-31 | $12M | 88k | 141.44 |
| 2020-12-31 | $11M | 86k | 120.91 |
| 2020-09-30 | $8.8M | 88k | 100.25 |
| 2020-06-30 | $7.5M | 78k | 95.19 |
| 2020-03-31 | $7.1M | 83k | 85.61 |
| 2019-12-31 | $11M | 85k | 124.49 |
| 2019-09-30 | $11M | 92k | 118.28 |
| 2019-06-30 | $11M | 86k | 123.44 |
| 2019-03-31 | $9.1M | 83k | 109.30 |
| 2018-12-31 | $7.3M | 77k | 95.33 |
| 2018-09-30 | $7.8M | 74k | 106.49 |
| 2018-06-30 | $7.1M | 73k | 98.00 |
| 2018-03-31 | $5.9M | 64k | 93.29 |
| 2017-12-31 | $6.6M | 66k | 99.30 |
| 2017-09-30 | $5.2M | 57k | 90.46 |
| 2017-06-30 | $5.6M | 66k | 84.24 |
| 2017-03-31 | $5.1M | 64k | 79.11 |
| 2016-12-31 | $4.9M | 66k | 74.08 |
| 2016-09-30 | $3.9M | 62k | 64.03 |
| 2016-06-30 | $3.6M | 59k | 60.75 |
| 2016-03-31 | $3.5M | 57k | 61.39 |
| 2015-12-31 | $4.4M | 63k | 69.55 |
| 2015-09-30 | $211k | 60k | 3.50 |
| 2015-06-30 | $4.4M | 56k | 77.72 |
| 2015-03-31 | $4.2M | 54k | 78.11 |
| 2014-12-31 | $4.0M | 43k | 93.05 |
| 2014-09-30 | $3.7M | 42k | 87.54 |
| 2014-06-30 | $2.6M | 27k | 94.87 |
| 2014-03-31 | $2.3M | 25k | 90.05 |
| 2013-12-31 | $2.2M | 24k | 90.73 |
| 2013-09-30 | $1.6M | 22k | 75.53 |
| 2013-06-30 | $1.4M | 19k | 74.74 |
| 2012-12-31 | $1.3M | 23k | 57.48 |
| 2012-09-30 | $1.2M | 21k | 56.87 |
| 2012-06-30 | $737k | 13k | 58.19 |
| 2011-12-31 | $270k | 5.7k | 47.17 |