American Express Company shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in American Express Company
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Quarterly reported holdings in American Express Company by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 19k | 227.68 |
| 2023-12-31 | $2.1M | 11k | 187.33 |
| 2023-09-30 | $1.5M | 10k | 149.20 |
| 2023-06-30 | $1.6M | 9.3k | 174.21 |
| 2023-03-31 | $1.5M | 9.2k | 164.95 |
| 2022-12-31 | $1.4M | 9.3k | 147.75 |
| 2022-09-30 | $1.2M | 9.0k | 138.66 |
| 2022-06-30 | $1.2M | 9.0k | 138.66 |
| 2022-03-31 | $1.7M | 9.0k | 187.03 |
| 2021-12-31 | $1.3M | 7.8k | 163.54 |
| 2021-09-30 | $1.1M | 6.7k | 167.54 |
| 2021-06-30 | $1.1M | 6.4k | 165.26 |
| 2021-03-31 | $941k | 6.7k | 141.48 |
| 2020-12-31 | $388k | 3.2k | 120.80 |
| 2020-09-30 | $318k | 3.2k | 100.22 |
| 2020-06-30 | $230k | 2.4k | 95.12 |
| 2020-03-31 | $203k | 2.4k | 85.73 |
| 2019-12-31 | $583k | 4.7k | 124.44 |
| 2019-09-30 | $566k | 4.8k | 118.34 |
| 2019-06-30 | $549k | 4.4k | 123.45 |
| 2019-03-31 | $488k | 4.5k | 109.34 |
| 2018-12-31 | $411k | 4.3k | 95.32 |