American Express Company shares owned by Defined Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $923k | 3.4k | 271.20 |
| 2024-06-30 | $778k | 3.4k | 231.55 |
| 2024-03-31 | $762k | 3.3k | 227.69 |
| 2023-12-31 | $642k | 3.4k | 187.34 |
| 2023-09-30 | $512k | 3.4k | 149.19 |
| 2023-06-30 | $595k | 3.4k | 174.20 |
| 2023-03-31 | $568k | 3.4k | 164.95 |
| 2022-12-31 | $509k | 3.4k | 147.75 |
| 2022-09-30 | $465k | 3.4k | 135.02 |
| 2022-06-30 | $477k | 3.4k | 138.50 |
| 2022-03-31 | $644k | 3.4k | 186.99 |
| 2021-12-31 | $563k | 3.4k | 163.47 |
| 2021-09-30 | $577k | 3.4k | 167.54 |
| 2021-06-30 | $564k | 3.4k | 165.11 |
| 2021-03-31 | $483k | 3.4k | 141.39 |
| 2020-12-31 | $413k | 3.4k | 120.90 |