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American Express Company shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 8.6k 271.18
2024-06-30 $2.1M 9.1k 231.55
2024-03-31 $2.0M 8.7k 227.70
2023-12-31 $1.4M 7.5k 187.35
2023-09-30 $1.6M 11k 149.19
2023-06-30 $2.3M 13k 174.21
2023-03-31 $2.1M 13k 164.95
2022-12-31 $2.0B 14M 147.75
2022-09-30 $1.6M 12k 134.91
2022-06-30 $1.9M 14k 138.62
2022-03-31 $1.7M 9.3k 186.99
2021-12-31 $733k 4.5k 163.62
2021-09-30 $686k 4.1k 167.52
2021-06-30 $737k 4.5k 165.25
2021-03-31 $590k 4.2k 141.45
2020-12-31 $494k 4.1k 120.90
2020-09-30 $394k 3.9k 100.25
2020-06-30 $505k 5.3k 95.19
2020-03-31 $330k 3.9k 85.60
2019-12-31 $737k 5.9k 124.49
2019-09-30 $719k 6.1k 118.28
2019-06-30 $734k 747 982.60
2019-03-31 $678k 13k 53.66
2018-12-31 $570k 6.0k 95.32
2018-09-30 $628k 5.9k 106.55
2018-06-30 $599k 20k 29.96
2018-03-31 $538k 5.8k 93.34
2017-12-31 $567k 5.7k 99.35
2017-09-30 $516k 5.7k 90.42
2017-06-30 $480k 5.7k 84.21
2017-03-31 $451k 5.7k 79.12
2016-12-31 $468k 6.3k 74.07
2016-09-30 $375k 5.9k 64.10
2016-06-30 $358k 5.9k 60.68
2016-03-31 $362k 5.9k 61.36
2015-12-31 $223k 3.2k 69.69
2015-09-30 $222k 3.0k 74.00
2015-06-30 $420k 5.4k 77.78
2015-03-31 $773k 9.9k 78.08
2014-12-31 $893k 9.6k 93.02
2014-09-30 $823k 9.4k 87.55
2014-06-30 $844k 8.9k 94.83
2014-03-31 $531k 5.9k 90.00
2013-12-31 $535k 5.9k 90.68
2013-09-30 $415k 5.5k 75.45
2013-06-30 $411k 5.5k 74.73
2013-03-31 $371k 5.5k 67.45