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American Express Company shares owned by HBC Financial Services, P

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by HBC Financial Services, P from 13F filings

Historical chart of HBC Financial Services, P investment in American Express Company

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All positions including American Express Company held by HBC Financial Services, P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by HBC Financial Services, P

Quarter filed Position value Share count Share price at filing
2024-12-31 $10k 36 277.78
2024-09-30 $9.0k 36 250.00
2024-06-30 $999 7 142.86

More positions owned by HBC Financial Services, P

iShares Russell 1000 ETF Exchange-Traded Fund (IWB)
iShares Core S&P Mid-Cap ETF Exchange-Traded Fund (IJH)
iShares National Muni Bond ETF Exchange-Traded Fund (MUB)
iShares Core US Aggregate Bond ETF Exchange-Traded Fund (AGG)
Microsoft Corp Stock (MSFT)
Starbucks Corp Stock (SBUX)
Vanguard Small-Cap ETF Exchange-Traded Fund (VB)
Apple Stock (AAPL)
Vanguard Total Stock Market ETF Exchange-Traded Fund (VTI)
Vanguard Dividend Appreciation ETF Exchange-Traded Fund (VIG)
Costco Wholesale Corp Stock (COST)
iShares Core S&P 500 ETF Exchange-Traded Fund (IVV)
Tesla Stock (TSLA)
Amazon.com Stock (AMZN)
Berkshire Hathaway Inc Class B Stock (BRK.B)

View all positions for HBC Financial Services, P

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Jpmorgan Chase & Co
Geode Capital Management
FMR
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Northern Trust
Nuveen Asset Management
Invesco
Legal & General Group

View all funds holding American Express Company