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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

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All positions including American Express Company held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
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