American Express Company shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in American Express Company
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Download as csvQuarterly reported holdings in American Express Company by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 43k | 332.16 |
| 2025-06-30 | $13M | 42k | 318.98 |
| 2025-03-31 | $12M | 43k | 269.05 |
| 2024-12-31 | $12M | 41k | 296.79 |
| 2024-09-30 | $12M | 43k | 271.50 |
| 2024-06-30 | $9.2M | 40k | 231.55 |
| 2024-03-31 | $8.9M | 39k | 227.69 |
| 2023-12-31 | $7.0M | 37k | 187.34 |
| 2023-09-30 | $5.4M | 36k | 149.19 |
| 2023-06-30 | $6.2M | 35k | 174.20 |
| 2023-03-31 | $5.2M | 32k | 164.95 |
| 2022-12-31 | $3.9M | 26k | 147.75 |
| 2022-09-30 | $4.0M | 30k | 134.93 |
| 2022-06-30 | $3.7M | 27k | 138.62 |
| 2022-03-31 | $4.5M | 24k | 187.01 |
| 2021-12-31 | $3.2M | 20k | 163.58 |
| 2021-09-30 | $3.2M | 19k | 167.52 |
| 2021-06-30 | $3.2M | 19k | 165.23 |
| 2021-03-31 | $2.6M | 19k | 141.46 |
| 2020-12-31 | $2.2M | 18k | 119.40 |
| 2020-09-30 | $2.0M | 20k | 100.21 |
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