American Express Company shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $211k | 571 | 370.18 |
| 2025-06-30 | $242k | 758 | 318.93 |
| 2024-12-31 | $242k | 815 | 296.87 |
| 2024-09-30 | $518k | 1.9k | 271.15 |
| 2024-06-30 | $452k | 2.0k | 231.59 |
| 2024-03-31 | $345k | 1.5k | 227.74 |
| 2023-12-31 | $202k | 1.1k | 187.35 |
| 2022-03-31 | $229k | 1.4k | 163.69 |
| 2021-12-31 | $229k | 1.4k | 163.69 |