American Express Company shares owned by Sage Private Wealth Group
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Sage Private Wealth Group
from 13F filings
Historical chart of Sage Private Wealth Group investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Sage Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $587k | 1.8k | 332.14 |
| 2025-06-30 | $565k | 1.8k | 319.15 |
| 2025-03-31 | $500k | 1.9k | 269.19 |
| 2024-12-31 | $549k | 1.8k | 296.83 |
| 2024-09-30 | $515k | 1.9k | 271.26 |
| 2024-06-30 | $454k | 2.0k | 231.56 |
| 2024-03-31 | $522k | 2.3k | 227.74 |
| 2023-12-31 | $466k | 2.5k | 187.38 |
| 2023-09-30 | $316k | 2.1k | 149.25 |
| 2023-06-30 | $361k | 2.1k | 174.23 |
| 2023-03-31 | $354k | 2.1k | 165.03 |
| 2022-12-31 | $339k | 2.3k | 147.80 |
| 2022-09-30 | $309k | 2.3k | 134.76 |
| 2022-06-30 | $319k | 2.3k | 138.52 |
| 2022-03-31 | $460k | 2.5k | 186.99 |
| 2021-12-31 | $400k | 2.4k | 163.40 |
| 2021-09-30 | $405k | 2.4k | 167.36 |
| 2021-06-30 | $410k | 2.5k | 165.32 |
| 2021-03-31 | $350k | 2.5k | 141.36 |
| 2020-12-31 | $348k | 2.9k | 120.96 |