American Express Company shares owned by Crestwood Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $999k | 5.3k | 187.34 |
| 2023-09-30 | $784k | 5.3k | 149.19 |
| 2023-06-30 | $849k | 4.9k | 174.20 |
| 2023-03-31 | $837k | 5.1k | 164.94 |
| 2022-12-31 | $1.2M | 8.4k | 147.74 |
| 2022-09-30 | $1.0M | 7.5k | 134.84 |
| 2022-06-30 | $1.0M | 7.5k | 138.66 |
| 2022-03-31 | $1.4M | 7.5k | 187.02 |
| 2021-12-31 | $1.2M | 7.3k | 163.62 |
| 2021-09-30 | $1.2M | 7.3k | 167.58 |
| 2021-06-30 | $1.2M | 7.3k | 165.19 |
| 2021-03-31 | $1.0M | 7.4k | 141.46 |
| 2020-12-31 | $882k | 7.3k | 120.87 |
| 2020-09-30 | $635k | 6.3k | 100.24 |
| 2020-06-30 | $599k | 6.3k | 95.19 |
| 2020-03-31 | $534k | 6.2k | 85.58 |
| 2019-12-31 | $788k | 6.3k | 124.43 |
| 2019-09-30 | $749k | 6.3k | 118.27 |
| 2019-06-30 | $844k | 6.8k | 123.45 |
| 2019-03-31 | $318k | 2.9k | 109.24 |
| 2018-12-31 | $277k | 2.9k | 95.16 |
| 2018-09-30 | $310k | 2.9k | 106.49 |
| 2018-06-30 | $296k | 2.9k | 101.68 |
| 2018-03-31 | $269k | 2.9k | 93.37 |
| 2017-12-31 | $286k | 2.9k | 99.34 |
| 2017-09-30 | $259k | 2.9k | 90.53 |
| 2017-06-30 | $243k | 2.9k | 84.94 |
| 2017-03-31 | $226k | 2.9k | 78.99 |
| 2016-12-31 | $212k | 2.9k | 74.10 |
| 2015-12-31 | $870k | 13k | 69.56 |
| 2015-09-30 | $886k | 12k | 74.09 |
| 2015-06-30 | $1.3M | 17k | 77.73 |
| 2015-03-31 | $607k | 7.8k | 78.09 |
| 2014-12-31 | $467k | 5.0k | 93.06 |
| 2014-09-30 | $404k | 4.6k | 87.62 |
| 2014-06-30 | $437k | 4.6k | 94.77 |
| 2014-03-31 | $506k | 5.6k | 90.00 |
| 2013-12-31 | $524k | 5.8k | 90.70 |
| 2013-09-30 | $451k | 6.0k | 75.47 |
| 2013-06-30 | $499k | 6.7k | 74.75 |
| 2013-03-31 | $492k | 7.3k | 67.52 |
| 2012-12-31 | $488k | 8.5k | 57.51 |
| 2012-09-30 | $520k | 9.1k | 56.88 |
| 2012-06-30 | $523k | 9.0k | 58.21 |
| 2012-03-31 | $520k | 9.0k | 57.87 |
| 2011-12-31 | $435k | 9.2k | 47.21 |