American Express Company shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 18k | 332.16 |
| 2025-06-30 | $5.4M | 17k | 318.98 |
| 2025-03-31 | $4.3M | 16k | 269.05 |
| 2024-12-31 | $4.7M | 16k | 296.79 |
| 2024-09-30 | $4.3M | 16k | 271.20 |
| 2024-06-30 | $3.6M | 16k | 231.55 |
| 2024-03-31 | $3.7M | 15k | 239.13 |
| 2023-12-31 | $2.9M | 16k | 187.34 |
| 2023-09-30 | $2.1M | 14k | 149.19 |
| 2023-06-30 | $2.3M | 13k | 174.21 |
| 2023-03-31 | $2.5M | 15k | 164.95 |
| 2022-12-31 | $1.9M | 13k | 147.75 |
| 2022-09-30 | $1.6M | 12k | 134.93 |
| 2022-06-30 | $1.6M | 12k | 138.64 |
| 2022-03-31 | $2.4M | 13k | 186.97 |
| 2021-12-31 | $2.0M | 12k | 163.59 |
| 2021-09-30 | $1.9M | 11k | 167.54 |
| 2021-06-30 | $1.9M | 11k | 165.25 |
| 2021-03-31 | $1.6M | 11k | 141.40 |
| 2020-12-31 | $1.5M | 12k | 120.95 |
| 2020-09-30 | $1.4M | 14k | 100.23 |
| 2020-06-30 | $1.3M | 14k | 95.18 |
| 2020-03-31 | $969k | 10k | 94.65 |
| 2019-12-31 | $991k | 8.0k | 124.48 |
| 2019-09-30 | $823k | 7.0k | 118.23 |
| 2019-06-30 | $851k | 6.9k | 123.46 |
| 2019-03-31 | $745k | 6.8k | 109.32 |
| 2018-12-31 | $640k | 6.7k | 95.38 |
| 2018-09-30 | $695k | 6.8k | 102.78 |
| 2018-06-30 | $610k | 6.0k | 101.87 |
| 2018-03-31 | $481k | 5.2k | 93.33 |
| 2017-12-31 | $435k | 4.4k | 99.38 |
| 2017-09-30 | $387k | 4.3k | 90.38 |