American Express Company shares owned by ProVise Management Group
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in American Express Company
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Quarterly reported holdings in American Express Company by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 14k | 271.21 |
| 2024-06-30 | $3.2M | 14k | 231.55 |
| 2024-03-31 | $3.2M | 14k | 227.70 |
| 2023-12-31 | $3.9M | 21k | 187.34 |
| 2023-09-30 | $3.0M | 20k | 149.20 |
| 2023-06-30 | $5.4M | 33k | 164.95 |
| 2023-03-31 | $5.4M | 33k | 164.95 |
| 2022-12-31 | $4.3M | 29k | 147.75 |
| 2022-09-30 | $3.7M | 27k | 134.93 |
| 2022-06-30 | $4.9M | 36k | 138.62 |
| 2022-03-31 | $9.1M | 49k | 187.00 |
| 2021-12-31 | $8.5M | 52k | 163.58 |
| 2021-09-30 | $8.6M | 52k | 167.52 |
| 2021-06-30 | $8.3M | 51k | 165.23 |
| 2021-03-31 | $7.3M | 52k | 141.44 |
| 2020-12-31 | $6.3M | 52k | 120.90 |
| 2020-09-30 | $5.2M | 52k | 100.24 |
| 2020-06-30 | $5.0M | 52k | 95.21 |
| 2020-03-31 | $4.4M | 52k | 85.61 |
| 2019-12-31 | $6.9M | 56k | 124.48 |
| 2019-09-30 | $6.7M | 56k | 118.27 |
| 2019-06-30 | $7.6M | 61k | 123.44 |
| 2019-03-31 | $6.8M | 62k | 109.29 |
| 2018-12-31 | $6.3M | 66k | 95.45 |
| 2018-09-30 | $7.4M | 70k | 106.49 |
| 2018-06-30 | $7.1M | 72k | 97.99 |
| 2018-03-31 | $6.8M | 73k | 93.27 |
| 2017-12-31 | $7.6M | 77k | 99.31 |
| 2017-09-30 | $6.9M | 76k | 90.45 |
| 2017-06-30 | $6.5M | 77k | 84.24 |
| 2017-03-31 | $5.8M | 73k | 79.11 |
| 2016-12-31 | $5.3M | 72k | 74.09 |
| 2016-09-30 | $4.7M | 74k | 64.04 |
| 2016-06-30 | $4.2M | 69k | 60.76 |
| 2016-03-31 | $3.5M | 58k | 61.41 |
| 2015-12-31 | $3.3M | 48k | 69.54 |
| 2015-09-30 | $3.0M | 41k | 74.13 |
| 2015-06-30 | $2.3M | 29k | 77.71 |
| 2015-03-31 | $1.4M | 18k | 78.12 |
| 2014-12-31 | $1.7M | 18k | 93.06 |
| 2014-09-30 | $1.2M | 14k | 87.49 |
| 2014-06-30 | $975k | 10k | 94.78 |
| 2014-03-31 | $904k | 10k | 90.02 |
| 2013-12-31 | $1.0M | 11k | 90.65 |
| 2013-09-30 | $740k | 9.8k | 75.55 |
| 2013-06-30 | $682k | 9.1k | 74.66 |
| 2012-09-30 | $554k | 9.7k | 56.93 |
| 2012-06-30 | $526k | 9.0k | 58.24 |
| 2012-03-31 | $546k | 9.4k | 57.89 |
| 2011-12-31 | $430k | 9.1k | 47.09 |
| 2011-09-30 | $401k | 8.9k | 44.89 |
| 2011-06-30 | $591k | 11k | 51.70 |
| 2011-03-31 | $539k | 12k | 45.17 |
| 2010-12-31 | $508k | 12k | 42.93 |