American Express Company shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $807k | 3.0k | 271.23 |
| 2024-06-30 | $704k | 3.0k | 231.56 |
| 2024-03-31 | $704k | 3.1k | 227.69 |
| 2023-12-31 | $629k | 3.4k | 187.33 |
| 2023-09-30 | $636k | 4.3k | 149.18 |
| 2023-06-30 | $700k | 4.0k | 174.22 |
| 2023-03-31 | $503k | 3.1k | 164.97 |
| 2022-12-31 | $454k | 3.1k | 147.76 |
| 2022-09-30 | $390k | 2.9k | 134.85 |
| 2022-06-30 | $390k | 2.8k | 138.35 |
| 2022-03-31 | $469k | 2.5k | 187.15 |
| 2021-12-31 | $426k | 2.6k | 163.59 |
| 2021-09-30 | $435k | 2.6k | 167.44 |
| 2021-06-30 | $438k | 2.7k | 165.16 |
| 2021-03-31 | $347k | 2.5k | 141.52 |
| 2020-12-31 | $465k | 3.8k | 120.84 |
| 2020-09-30 | $390k | 3.9k | 100.15 |
| 2020-06-30 | $347k | 3.6k | 95.25 |
| 2020-03-31 | $292k | 3.4k | 85.48 |
| 2019-12-31 | $410k | 3.3k | 124.62 |
| 2019-09-30 | $382k | 3.2k | 118.30 |
| 2019-06-30 | $390k | 3.2k | 123.30 |
| 2019-03-31 | $324k | 3.0k | 109.16 |
| 2018-12-31 | $502k | 526 | 954.37 |