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American Express Company shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0k 21 332.14
2025-06-30 $6.7k 21 319.00
2021-09-30 $75k 450 166.67
2021-06-30 $41k 250 164.00
2021-03-31 $35k 250 140.00
2016-06-30 $2.0k 40 50.00
2015-12-31 $999 9 111.11
2015-09-30 $999 9 111.11
2015-06-30 $999 9 111.11
2014-12-31 $9.0k 100 90.00
2014-09-30 $9.0k 100 90.00
2014-06-30 $9.0k 100 90.00
2014-03-31 $9.0k 100 90.00