American Express Company shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Institute For Wealth Management 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 Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.8M | 9.3k | 296.81 |
| 2024-09-30 | $2.5M | 9.4k | 271.21 |
| 2024-06-30 | $2.2M | 9.4k | 231.55 |
| 2024-03-31 | $2.1M | 9.4k | 227.69 |
| 2023-12-31 | $1.8M | 9.5k | 187.33 |
| 2023-09-30 | $1.4M | 9.5k | 149.18 |
| 2023-06-30 | $1.7M | 9.7k | 174.19 |
| 2023-03-31 | $1.6M | 9.8k | 164.94 |
| 2022-12-31 | $1.5M | 9.8k | 147.76 |
| 2022-09-30 | $1.4M | 10k | 134.90 |
| 2022-06-30 | $1.4M | 10k | 138.65 |
| 2022-03-31 | $1.9M | 10k | 186.98 |
| 2021-12-31 | $1.7M | 10k | 163.55 |
| 2021-09-30 | $1.7M | 10k | 167.54 |
| 2021-06-30 | $1.7M | 10k | 165.20 |
| 2021-03-31 | $1.5M | 11k | 141.45 |
| 2020-12-31 | $1.3M | 11k | 120.87 |
| 2020-09-30 | $1.1M | 11k | 100.26 |
| 2020-06-30 | $1.1M | 11k | 95.23 |
| 2020-03-31 | $960k | 11k | 85.62 |
| 2019-12-31 | $1.5M | 1.5k | 1000.00 |
| 2019-09-30 | $1.4M | 12k | 118.28 |
| 2019-06-30 | $1.5M | 13k | 123.43 |
| 2019-03-31 | $1.2M | 11k | 109.51 |
| 2018-12-31 | $1.2M | 13k | 95.22 |
| 2018-09-30 | $1.1M | 11k | 108.13 |
| 2018-06-30 | $1.1M | 12k | 97.75 |
| 2018-03-31 | $1.2M | 12k | 99.01 |
| 2017-12-31 | $1.1M | 11k | 99.33 |
| 2017-09-30 | $1.0M | 11k | 90.78 |
| 2017-06-30 | $912k | 11k | 84.26 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management