American Express Company shares owned by Mission Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 10k | 227.69 |
| 2023-12-31 | $1.9M | 10k | 187.35 |
| 2023-09-30 | $1.5M | 9.8k | 149.19 |
| 2023-06-30 | $1.8M | 10k | 174.20 |
| 2023-03-31 | $1.6M | 9.6k | 164.94 |
| 2022-12-31 | $1.3M | 8.9k | 147.75 |
| 2022-09-30 | $1.1M | 8.3k | 134.94 |
| 2022-06-30 | $1.2M | 8.5k | 138.66 |
| 2022-03-31 | $865k | 4.6k | 186.99 |
| 2021-12-31 | $754k | 4.6k | 163.63 |
| 2021-09-30 | $831k | 5.0k | 167.61 |
| 2021-06-30 | $817k | 4.9k | 165.15 |
| 2021-03-31 | $725k | 5.1k | 141.52 |
| 2020-12-31 | $488k | 4.0k | 120.88 |
| 2020-09-30 | $379k | 3.8k | 100.21 |
| 2020-06-30 | $347k | 3.6k | 95.17 |
| 2020-03-31 | $233k | 2.7k | 85.79 |
| 2019-12-31 | $341k | 2.7k | 124.59 |
| 2019-09-30 | $317k | 2.7k | 118.24 |
| 2019-06-30 | $330k | 2.7k | 123.46 |
| 2019-03-31 | $321k | 2.9k | 109.41 |
| 2018-12-31 | $262k | 2.8k | 95.27 |
| 2018-09-30 | $300k | 2.8k | 106.35 |
| 2018-06-30 | $280k | 2.9k | 98.11 |
| 2018-03-31 | $224k | 2.4k | 93.14 |
| 2017-12-31 | $218k | 2.2k | 99.41 |
| 2017-09-30 | $202k | 2.2k | 90.26 |
| 2015-12-31 | $257k | 3.7k | 69.55 |
| 2015-09-30 | $249k | 3.4k | 74.02 |
| 2015-06-30 | $254k | 3.2k | 78.25 |