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American Express Company shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth investment in American Express Company

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All positions including American Express Company held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 770 332.16
2025-06-30 $247k 773 318.98
2025-03-31 $210k 779 269.05
2024-12-31 $231k 779 296.79
2024-09-30 $210k 773 271.20