American Express Company shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 12k | 271.20 |
| 2024-06-30 | $2.5M | 11k | 231.54 |
| 2024-03-31 | $2.5M | 11k | 227.68 |
| 2023-12-31 | $1.5M | 7.7k | 187.33 |
| 2023-09-30 | $1.1M | 7.3k | 149.19 |
| 2023-06-30 | $1.3M | 7.7k | 174.20 |
| 2023-03-31 | $973k | 5.9k | 164.95 |
| 2022-12-31 | $759k | 5.1k | 147.75 |
| 2022-09-30 | $586k | 4.3k | 134.87 |
| 2022-06-30 | $595k | 4.3k | 139.18 |
| 2022-03-31 | $448k | 2.4k | 186.82 |
| 2018-12-31 | $722k | 7.6k | 95.33 |
| 2018-09-30 | $1.0M | 9.4k | 106.46 |
| 2018-03-31 | $347k | 3.8k | 90.29 |
| 2017-12-31 | $308k | 3.1k | 99.29 |