American Express Company shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $294k | 1.6k | 187.34 |
| 2021-12-31 | $36k | 222 | 162.16 |
| 2021-09-30 | $37k | 222 | 166.67 |
| 2021-06-30 | $40k | 243 | 164.61 |
| 2021-03-31 | $34k | 243 | 139.92 |
| 2020-12-31 | $24k | 198 | 121.21 |
| 2020-09-30 | $20k | 198 | 101.01 |
| 2020-06-30 | $19k | 198 | 95.96 |
More positions owned by Rockbridge Investment Management, LCC
View all positions for Rockbridge Investment Management, LCC