American Express Company shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in American Express Company by Kingswood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $882k | 3.9k | 227.70 |
2023-12-31 | $347k | 1.9k | 187.31 |