American Express Company shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $246k | 830 | 296.39 |
| 2024-09-30 | $182k | 674 | 270.03 |
| 2024-06-30 | $154k | 667 | 230.88 |
| 2024-03-31 | $150k | 655 | 229.01 |
| 2023-12-31 | $122k | 651 | 187.40 |
| 2023-09-30 | $110k | 744 | 148.45 |
| 2023-06-30 | $111k | 638 | 173.98 |
| 2023-03-31 | $91k | 618 | 147.25 |
| 2022-12-31 | $92k | 687 | 133.92 |
| 2022-09-30 | $93k | 687 | 135.37 |
| 2022-06-30 | $95k | 687 | 138.28 |
| 2022-03-31 | $128k | 687 | 186.32 |
| 2021-12-31 | $112k | 687 | 163.03 |
| 2021-09-30 | $115k | 687 | 167.39 |
| 2021-06-30 | $114k | 687 | 165.94 |
| 2021-03-31 | $125k | 887 | 140.92 |
| 2020-12-31 | $107k | 887 | 120.63 |
| 2020-09-30 | $119k | 1.2k | 100.25 |
| 2020-06-30 | $94k | 987 | 95.24 |
| 2020-03-31 | $76k | 887 | 85.68 |
| 2019-12-31 | $208k | 1.7k | 124.70 |
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