American Express Company shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 8.7k | 332.18 |
| 2025-06-30 | $1.4M | 4.4k | 318.96 |
| 2025-03-31 | $1.1M | 4.2k | 269.05 |
| 2024-12-31 | $1.4M | 4.6k | 296.78 |
| 2024-09-30 | $996k | 3.7k | 271.21 |
| 2024-06-30 | $1.0M | 4.5k | 231.45 |
| 2024-03-31 | $1.0M | 4.4k | 227.69 |
| 2023-09-30 | $383k | 2.6k | 149.19 |
| 2020-12-31 | $5.8M | 48k | 120.91 |
| 2020-09-30 | $5.0M | 50k | 100.24 |
| 2020-06-30 | $5.0M | 52k | 95.19 |
| 2018-09-30 | $250k | 2.3k | 107.25 |
| 2018-06-30 | $284k | 2.9k | 98.03 |
| 2018-03-31 | $235k | 2.5k | 93.48 |
More positions owned by Mount Yale Investment Advisors
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