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
Download as csvQuarterly 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 |
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