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American Express Company shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $358k 967 369.95
2025-09-30 $310k 934 332.16
2025-06-30 $385k 1.2k 318.98
2024-12-31 $314k 1.1k 296.79
2023-12-31 $215k 1.1k 187.34
2022-12-31 $1.2k 8 147.75
2022-03-31 $592k 3.2k 186.93