American Express Company shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.2M | 15k | 149.19 |
| 2023-06-30 | $2.5M | 14k | 174.20 |
| 2023-03-31 | $2.5M | 15k | 164.95 |
| 2022-12-31 | $2.3M | 15k | 147.75 |
| 2022-09-30 | $2.1M | 15k | 134.92 |
| 2022-06-30 | $2.1M | 15k | 138.60 |
| 2022-03-31 | $2.8M | 15k | 187.32 |
| 2021-12-31 | $2.5M | 15k | 163.61 |
| 2021-09-30 | $2.6M | 15k | 167.80 |
| 2021-06-30 | $2.7M | 16k | 164.88 |
| 2021-03-31 | $2.3M | 16k | 141.46 |
| 2020-12-31 | $2.0M | 16k | 120.93 |
| 2020-09-30 | $1.8M | 18k | 100.43 |
| 2020-06-30 | $1.7M | 18k | 95.32 |
| 2020-03-31 | $1.4M | 16k | 85.28 |
| 2019-12-31 | $1.9M | 15k | 124.48 |
| 2019-09-30 | $1.8M | 15k | 118.30 |
| 2019-06-30 | $1.3M | 11k | 123.40 |
| 2019-03-31 | $1.2M | 11k | 108.94 |
| 2018-12-31 | $698k | 7.3k | 95.33 |
| 2018-09-30 | $1.1M | 11k | 106.55 |
| 2018-06-30 | $1.1M | 11k | 98.07 |
| 2018-03-31 | $698k | 7.5k | 93.33 |
| 2017-12-31 | $743k | 7.5k | 99.38 |
| 2017-09-30 | $720k | 8.0k | 90.45 |
| 2017-06-30 | $710k | 8.5k | 83.96 |
| 2017-03-31 | $733k | 9.2k | 79.30 |
| 2016-12-31 | $1.1M | 15k | 74.06 |
| 2016-09-30 | $1.3M | 20k | 64.05 |
| 2016-06-30 | $1.4M | 23k | 60.58 |
| 2016-03-31 | $1.9M | 31k | 61.28 |
| 2015-12-31 | $17M | 248k | 69.53 |
| 2015-09-30 | $20M | 276k | 74.19 |
| 2015-06-30 | $20M | 261k | 77.65 |
| 2015-03-31 | $21M | 264k | 78.12 |
| 2014-12-31 | $33M | 351k | 93.01 |
| 2014-09-30 | $30M | 342k | 87.63 |
| 2014-06-30 | $31M | 325k | 94.84 |
| 2014-03-31 | $28M | 310k | 90.09 |
| 2013-12-31 | $29M | 322k | 90.73 |
| 2013-09-30 | $27M | 350k | 75.53 |
| 2013-06-30 | $28M | 376k | 74.75 |
| 2013-03-31 | $24M | 359k | 67.51 |
| 2012-09-30 | $15M | 257k | 57.01 |
| 2012-03-31 | $14M | 234k | 57.88 |
| 2011-12-31 | $9.8M | 209k | 47.14 |
| 2011-09-30 | $4.7M | 106k | 44.57 |
| 2011-06-30 | $5.4M | 105k | 51.28 |
| 2011-03-31 | $1.9M | 46k | 42.86 |
| 2010-12-31 | $3.8M | 88k | 42.86 |
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