American Express Company shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $251k | 2.1k | 120.73 |
| 2020-09-30 | $210k | 2.1k | 100.05 |
| 2020-06-30 | $1.3M | 13k | 95.21 |
| 2020-03-31 | $1.3M | 16k | 85.62 |
| 2019-12-31 | $2.0M | 16k | 124.52 |
| 2019-09-30 | $1.9M | 16k | 118.27 |
| 2019-06-30 | $2.0M | 16k | 123.42 |
| 2019-03-31 | $3.2M | 29k | 109.30 |
| 2018-12-31 | $2.2M | 23k | 95.31 |
| 2015-12-31 | $4.3M | 62k | 69.56 |
| 2015-09-30 | $4.4M | 59k | 74.13 |
| 2015-06-30 | $4.3M | 55k | 77.73 |
| 2015-03-31 | $3.8M | 49k | 78.12 |
| 2014-12-31 | $457k | 4.9k | 92.96 |
| 2014-09-30 | $402k | 4.6k | 87.47 |
| 2014-06-30 | $436k | 4.6k | 94.87 |
| 2014-03-31 | $407k | 4.5k | 90.02 |
| 2013-12-31 | $335k | 3.7k | 90.74 |
More positions owned by SVA Plumb Wealth Management
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