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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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All positions including American Express Company held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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