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 |
|---|---|---|---|
| 2024-12-31 | $3.2M | 11k | 296.78 |
| 2024-09-30 | $1.4M | 5.2k | 271.18 |
| 2024-06-30 | $746k | 3.2k | 231.51 |
| 2023-12-31 | $684k | 3.7k | 187.35 |
| 2023-09-30 | $603k | 4.0k | 149.19 |
| 2023-06-30 | $693k | 4.0k | 174.20 |