American Express Company shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Liberty Wealth Management 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $583k | 1.8k | 332.09 |
| 2025-06-30 | $559k | 1.8k | 319.01 |
| 2025-03-31 | $495k | 1.8k | 268.98 |
| 2024-12-31 | $554k | 1.9k | 296.84 |
| 2024-09-30 | $510k | 1.9k | 271.42 |
| 2024-06-30 | $378k | 4.2k | 90.69 |
| 2024-03-31 | $348k | 1.5k | 227.90 |
| 2023-12-31 | $295k | 1.6k | 187.54 |
| 2023-09-30 | $279k | 1.9k | 149.12 |
| 2023-06-30 | $325k | 1.9k | 174.18 |
| 2023-03-31 | $307k | 1.9k | 164.94 |
| 2021-09-30 | $191k | 860 | 222.22 |
| 2021-06-30 | $335k | 2.0k | 165.02 |
| 2021-03-31 | $252k | 2.2k | 116.67 |
| 2020-12-31 | $252k | 2.2k | 116.67 |
| 2020-09-30 | $244k | 2.4k | 100.16 |
| 2020-06-30 | $236k | 2.5k | 95.35 |
| 2020-03-31 | $209k | 2.4k | 85.73 |
| 2019-12-31 | $330k | 2.7k | 124.43 |
| 2019-09-30 | $291k | 2.5k | 118.15 |
| 2019-06-30 | $339k | 2.7k | 123.50 |
| 2019-03-31 | $221k | 2.0k | 109.08 |
| 2018-12-31 | $191k | 2.0k | 95.12 |