American Express Company shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $422k | 1.3k | 332.28 |
| 2025-06-30 | $395k | 1.2k | 319.09 |
| 2025-03-31 | $333k | 1.2k | 269.15 |
| 2024-12-31 | $363k | 1.2k | 296.86 |
| 2022-03-31 | $302k | 1.6k | 187.23 |
| 2021-12-31 | $264k | 1.6k | 163.87 |
| 2021-09-30 | $269k | 1.6k | 167.29 |
| 2021-06-30 | $269k | 1.6k | 165.44 |
| 2021-03-31 | $227k | 1.6k | 141.61 |
| 2013-03-31 | $7.0k | 100 | 70.00 |
| 2012-12-31 | $6.0k | 100 | 60.00 |
| 2012-09-30 | $6.0k | 100 | 60.00 |
| 2012-06-30 | $17k | 355 | 47.89 |
| 2011-12-31 | $5.0k | 100 | 50.00 |
| 2011-09-30 | $4.0k | 100 | 40.00 |
| 2011-03-31 | $5.0k | 100 | 50.00 |
| 2010-12-31 | $14k | 325 | 43.08 |