American Express Company shares owned by UMA Financial Services
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in American Express Company
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All positions including American Express Company held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in American Express Company by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 1.5k | 332.09 |
| 2025-06-30 | $448k | 1.4k | 318.96 |
| 2025-03-31 | $380k | 1.4k | 269.05 |
| 2024-12-31 | $419k | 1.4k | 296.79 |
| 2024-09-30 | $398k | 1.4k | 277.31 |
| 2024-06-30 | $355k | 1.4k | 249.63 |
| 2024-03-31 | $292k | 1.3k | 218.34 |
| 2023-12-31 | $212k | 1.1k | 185.01 |