American Express Company shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 17k | 227.71 |
| 2023-12-31 | $3.1M | 17k | 187.34 |
| 2023-09-30 | $2.5M | 17k | 149.20 |
| 2023-06-30 | $3.0M | 17k | 174.20 |
| 2023-03-31 | $2.4M | 15k | 164.97 |
| 2022-12-31 | $2.2M | 15k | 147.73 |
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