American Express Company shares owned by HB Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $17M | 58k | 296.79 |
| 2024-09-30 | $16M | 58k | 271.20 |
| 2024-06-30 | $13M | 56k | 231.55 |
| 2024-03-31 | $13M | 56k | 227.69 |
| 2023-12-31 | $10M | 54k | 187.34 |
| 2023-09-30 | $8.2M | 55k | 149.19 |
| 2023-06-30 | $9.2M | 53k | 174.20 |
| 2023-03-31 | $8.4M | 51k | 164.95 |
| 2022-12-31 | $7.1M | 48k | 147.75 |
| 2022-09-30 | $6.6M | 49k | 134.92 |
| 2022-06-30 | $5.3M | 39k | 138.61 |
| 2022-03-31 | $5.4M | 29k | 187.01 |
| 2021-12-31 | $4.2M | 26k | 163.59 |
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