American Express Company shares owned by KWB Wealth
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by KWB Wealth 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 KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 8.6k | 231.56 |
| 2024-06-30 | $2.2M | 9.7k | 227.68 |
| 2024-03-31 | $2.2M | 9.8k | 227.68 |
| 2023-12-31 | $2.0M | 11k | 187.34 |
| 2023-09-30 | $1.9M | 11k | 174.20 |
| 2023-06-30 | $1.9M | 11k | 174.20 |
| 2023-03-31 | $1.5M | 10k | 147.75 |
| 2022-12-31 | $1.2M | 8.0k | 147.75 |
| 2022-09-30 | $1.2M | 8.7k | 134.88 |
| 2022-06-30 | $1.2M | 8.5k | 138.63 |
| 2022-03-31 | $1.3M | 8.1k | 163.63 |
| 2021-12-31 | $1.3M | 8.1k | 163.63 |
| 2021-09-30 | $1.4M | 8.1k | 167.58 |
| 2021-06-30 | $1.1M | 7.8k | 141.40 |
| 2021-03-31 | $1.1M | 7.8k | 141.40 |
| 2020-12-31 | $852k | 7.0k | 120.95 |