American Express Company shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $433k | 1.3k | 332.16 |
| 2025-06-30 | $416k | 1.3k | 318.98 |
| 2025-03-31 | $330k | 1.2k | 269.05 |
| 2024-12-31 | $387k | 1.2k | 315.25 |
| 2024-09-30 | $333k | 1.2k | 271.06 |
| 2024-06-30 | $284k | 1.2k | 231.55 |
| 2024-03-31 | $297k | 1.3k | 227.69 |
| 2023-09-30 | $203k | 1.4k | 149.19 |
| 2023-06-30 | $231k | 1.4k | 169.65 |
| 2023-03-31 | $221k | 1.4k | 162.30 |
| 2022-12-31 | $235k | 1.4k | 173.13 |
More positions owned by Kapstone Financial Advisors
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