American Express Company shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $617k | 2.1k | 296.79 |
| 2024-09-30 | $563k | 2.1k | 271.20 |
| 2024-06-30 | $481k | 2.1k | 231.55 |
| 2024-03-31 | $487k | 2.1k | 227.73 |
| 2023-12-31 | $406k | 2.2k | 187.36 |
| 2023-09-30 | $265k | 1.8k | 149.19 |
| 2023-06-30 | $309k | 1.8k | 174.20 |
| 2023-03-31 | $293k | 1.8k | 164.95 |
| 2022-12-31 | $262k | 1.8k | 147.75 |
| 2022-09-30 | $239k | 1.8k | 134.65 |
| 2022-06-30 | $247k | 1.8k | 139.15 |
| 2022-03-31 | $332k | 1.8k | 187.04 |
| 2021-12-31 | $290k | 1.8k | 163.38 |
| 2021-09-30 | $296k | 1.8k | 167.71 |
| 2021-06-30 | $292k | 1.8k | 165.44 |
| 2021-03-31 | $250k | 1.8k | 141.64 |
| 2020-12-31 | $286k | 2.4k | 120.93 |
| 2020-09-30 | $237k | 2.4k | 100.21 |
| 2020-06-30 | $222k | 2.4k | 93.87 |
| 2020-03-31 | $234k | 2.7k | 85.50 |
| 2019-12-31 | $341k | 2.7k | 124.59 |
| 2019-09-30 | $253k | 2.1k | 118.39 |
| 2019-06-30 | $338k | 2.7k | 123.49 |
| 2019-03-31 | $299k | 2.7k | 109.24 |
| 2018-12-31 | $207k | 2.2k | 95.13 |
| 2018-09-30 | $227k | 2.2k | 104.32 |
| 2018-06-30 | $213k | 2.2k | 97.89 |
| 2018-03-31 | $203k | 2.2k | 93.29 |
| 2017-09-30 | $201k | 2.2k | 90.50 |