American Express Company shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 11k | 323.83 |
| 2025-06-30 | $3.3M | 10k | 318.97 |
| 2025-03-31 | $2.7M | 10k | 269.06 |
| 2024-12-31 | $2.9M | 9.7k | 296.78 |
| 2024-09-30 | $2.5M | 9.3k | 271.20 |
| 2024-06-30 | $2.1M | 8.9k | 231.55 |
| 2024-03-31 | $2.0M | 9.0k | 227.70 |
| 2023-12-31 | $1.6M | 8.6k | 187.35 |
| 2023-09-30 | $1.3M | 8.6k | 149.20 |
| 2023-06-30 | $1.5M | 8.6k | 174.19 |
| 2023-03-31 | $1.4M | 8.7k | 164.96 |
| 2022-12-31 | $4.2M | 29k | 147.77 |
| 2022-09-30 | $1.8M | 13k | 134.91 |
| 2022-06-30 | $891k | 6.4k | 138.68 |
| 2022-03-31 | $2.6M | 14k | 187.04 |
| 2021-12-31 | $2.6M | 16k | 163.64 |
| 2021-09-30 | $2.7M | 16k | 167.60 |
| 2021-06-30 | $2.6M | 16k | 165.29 |
| 2021-03-31 | $2.1M | 15k | 141.49 |
| 2020-12-31 | $1.6M | 14k | 120.94 |
| 2020-09-30 | $1.2M | 12k | 100.27 |
| 2020-06-30 | $1.6M | 17k | 95.23 |
| 2020-03-31 | $1.3M | 15k | 85.64 |
| 2019-12-31 | $1.8M | 15k | 124.53 |
| 2019-09-30 | $1.7M | 14k | 118.27 |
| 2019-06-30 | $1.8M | 14k | 123.45 |
| 2019-03-31 | $1.2M | 11k | 109.36 |
| 2018-12-31 | $1.0M | 11k | 95.30 |
| 2018-09-30 | $1.1M | 11k | 106.45 |
| 2018-06-30 | $1.0M | 11k | 98.03 |
| 2018-03-31 | $982k | 11k | 93.32 |
| 2017-12-31 | $1.1M | 11k | 99.34 |
| 2017-09-30 | $918k | 10k | 90.45 |
| 2017-06-30 | $871k | 10k | 84.24 |
| 2017-03-31 | $821k | 10k | 79.12 |
| 2016-12-31 | $776k | 11k | 74.05 |
| 2016-09-30 | $695k | 11k | 64.09 |
| 2016-06-30 | $627k | 10k | 60.73 |
| 2016-03-31 | $562k | 9.2k | 61.39 |
| 2015-09-30 | $205k | 2.8k | 74.01 |
| 2014-12-31 | $460k | 4.9k | 93.14 |
| 2014-09-30 | $417k | 4.8k | 87.61 |
| 2014-06-30 | $345k | 3.6k | 94.81 |
| 2014-03-31 | $240k | 2.7k | 89.85 |
| 2013-12-31 | $219k | 2.4k | 90.68 |