American Express Company shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in American Express Company by Lyell Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $957k | 4.2k | 227.69 |
2023-12-31 | $788k | 4.2k | 187.34 |
2023-09-30 | $627k | 4.2k | 149.19 |
2023-06-30 | $733k | 4.2k | 174.20 |
2023-03-31 | $941k | 5.7k | 164.95 |
2022-12-31 | $849k | 5.7k | 147.75 |
2022-09-30 | $776k | 5.8k | 134.89 |
2022-06-30 | $809k | 5.8k | 139.22 |
2022-03-31 | $1.1M | 5.7k | 187.04 |
2021-12-31 | $692k | 4.2k | 163.71 |
2021-09-30 | $721k | 4.3k | 167.48 |
2021-06-30 | $711k | 4.3k | 165.16 |
2021-03-31 | $599k | 4.2k | 141.98 |
2020-12-31 | $512k | 4.2k | 120.90 |
2020-09-30 | $422k | 4.2k | 100.36 |
2020-06-30 | $400k | 4.2k | 95.12 |
2020-03-31 | $360k | 4.2k | 85.61 |
2019-12-31 | $524k | 4.2k | 124.52 |
2019-09-30 | $497k | 4.2k | 118.19 |
2019-06-30 | $519k | 4.2k | 123.42 |
2019-03-31 | $460k | 4.2k | 109.39 |
2018-12-31 | $413k | 4.3k | 95.23 |
2018-09-30 | $462k | 4.3k | 106.53 |
2018-06-30 | $425k | 4.3k | 97.99 |
2018-03-31 | $405k | 4.3k | 93.38 |
2017-12-31 | $386k | 3.9k | 99.43 |
2017-09-30 | $371k | 4.1k | 90.55 |
2017-06-30 | $345k | 4.1k | 84.21 |
2017-03-31 | $581k | 7.3k | 79.08 |
2016-12-31 | $723k | 9.8k | 74.06 |