American Express Company shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $265k | 1.2k | 227.60 |
| 2023-12-31 | $218k | 1.2k | 187.26 |
| 2023-06-30 | $220k | 1.3k | 174.13 |
| 2023-03-31 | $249k | 1.7k | 147.92 |
| 2022-12-31 | $249k | 1.7k | 147.71 |
| 2022-09-30 | $228k | 1.7k | 135.23 |
| 2022-06-30 | $234k | 1.7k | 138.79 |
| 2022-03-31 | $424k | 2.3k | 186.95 |
| 2021-12-31 | $353k | 2.2k | 163.65 |
More positions owned by Monticello Wealth Management
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