American Express Company shares owned by Lee Financial
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in American Express Company
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Quarterly reported holdings in American Express Company by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $56k | 300 | 187.34 |
| 2023-09-30 | $54k | 363 | 149.19 |
| 2023-06-30 | $62k | 358 | 174.20 |
| 2023-03-31 | $59k | 358 | 164.95 |
| 2022-12-31 | $88k | 593 | 147.75 |
| 2022-09-30 | $74k | 550 | 134.58 |
| 2022-06-30 | $53k | 379 | 140.07 |
| 2022-03-31 | $73k | 384 | 190.48 |
| 2021-12-31 | $61k | 366 | 166.67 |
| 2021-09-30 | $78k | 466 | 166.67 |
| 2021-06-30 | $50k | 300 | 166.67 |
| 2021-03-31 | $42k | 300 | 140.00 |
| 2020-12-31 | $36k | 300 | 120.00 |
| 2020-09-30 | $30k | 300 | 100.00 |
| 2020-06-30 | $29k | 300 | 96.67 |