American Express Company shares owned by Forum Financial Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 7.0k | 187.34 |
| 2023-09-30 | $1.1M | 7.2k | 149.19 |
| 2023-06-30 | $1.0M | 6.0k | 174.20 |
| 2023-03-31 | $906k | 5.5k | 164.95 |
| 2022-12-31 | $826k | 5.6k | 147.75 |
| 2022-09-30 | $740k | 5.5k | 134.91 |
| 2022-06-30 | $751k | 5.4k | 138.69 |
| 2022-03-31 | $956k | 5.1k | 186.90 |
| 2021-12-31 | $875k | 5.4k | 163.55 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management