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
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Quarterly reported holdings in American Express Company by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |