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
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |