American Express Company shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.7k | 332.27 |
| 2025-06-30 | $1.6M | 4.9k | 319.08 |
| 2025-03-31 | $1.1M | 4.2k | 269.00 |
| 2024-12-31 | $1.1M | 3.6k | 296.79 |
| 2024-09-30 | $858k | 3.2k | 271.20 |
| 2024-06-30 | $881k | 3.5k | 253.04 |
| 2024-03-31 | $546k | 2.9k | 187.34 |
| 2023-12-31 | $546k | 2.9k | 187.34 |
| 2023-09-30 | $404k | 2.7k | 149.22 |
| 2023-06-30 | $510k | 2.9k | 174.20 |
| 2023-03-31 | $452k | 2.7k | 164.95 |
| 2022-12-31 | $347k | 2.4k | 147.75 |
| 2022-09-30 | $156k | 1.1k | 136.55 |
| 2022-06-30 | $103k | 745 | 137.93 |
| 2022-03-31 | $78k | 411 | 189.39 |
| 2021-12-31 | $64k | 384 | 166.67 |
More positions owned by EverSource Wealth Advisors
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