American Express Company shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $802k | 4.3k | 187.33 |
| 2023-09-30 | $610k | 4.1k | 149.20 |
| 2023-06-30 | $518k | 3.0k | 174.21 |
| 2023-03-31 | $450k | 2.7k | 164.93 |
| 2022-12-31 | $343k | 2.3k | 147.74 |
| 2022-09-30 | $336k | 2.5k | 134.78 |
| 2022-06-30 | $331k | 2.4k | 138.55 |
| 2022-03-31 | $243k | 1.3k | 186.92 |
| 2021-12-31 | $242k | 1.5k | 163.51 |
| 2021-09-30 | $281k | 1.7k | 167.46 |
| 2021-06-30 | $226k | 1.4k | 165.08 |
| 2020-09-30 | $435k | 4.3k | 100.14 |
| 2020-06-30 | $357k | 3.7k | 95.30 |
| 2020-03-31 | $278k | 3.2k | 85.59 |
| 2019-12-31 | $376k | 3.0k | 124.34 |
| 2019-09-30 | $393k | 3.3k | 118.23 |
| 2019-06-30 | $427k | 3.5k | 123.37 |
| 2019-03-31 | $352k | 3.2k | 109.42 |
| 2014-12-31 | $225k | 2.4k | 92.94 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management