American Express Company shares owned by Summit Financial
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in American Express Company
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Quarterly reported holdings in American Express Company by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $657k | 2.9k | 227.69 |
| 2023-12-31 | $541k | 2.9k | 187.34 |
| 2023-09-30 | $430k | 2.9k | 149.19 |
| 2023-06-30 | $716k | 4.1k | 174.20 |
| 2023-03-31 | $678k | 4.1k | 164.95 |
| 2022-12-31 | $608k | 4.1k | 147.89 |
| 2022-09-30 | $465k | 3.5k | 134.87 |
| 2022-06-30 | $478k | 3.5k | 138.46 |
| 2022-03-31 | $646k | 3.5k | 187.18 |
| 2021-12-31 | $473k | 2.9k | 163.44 |
| 2021-09-30 | $444k | 2.6k | 167.69 |
| 2021-06-30 | $437k | 2.6k | 165.07 |