American Express Company shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in American Express Company
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All positions including American Express Company held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.8M | 6.5k | 271.20 |
2024-06-30 | $1.5M | 6.3k | 231.55 |
2024-03-31 | $1.4M | 6.0k | 227.69 |
2023-12-31 | $418k | 2.2k | 187.34 |
2023-09-30 | $288k | 1.9k | 149.19 |
2023-06-30 | $387k | 2.2k | 174.20 |
2023-03-31 | $364k | 2.2k | 164.95 |
2022-12-31 | $369k | 2.5k | 147.75 |
2022-09-30 | $460k | 3.4k | 134.85 |
2022-06-30 | $543k | 3.9k | 138.73 |
2022-03-31 | $1.0M | 5.4k | 186.92 |
2021-12-31 | $1.1M | 6.5k | 163.60 |
2021-09-30 | $1.1M | 6.5k | 167.47 |
2021-03-31 | $574k | 4.1k | 141.41 |
2019-12-31 | $8.9M | 71k | 124.49 |
2019-09-30 | $8.4M | 71k | 118.28 |
2019-06-30 | $8.5M | 69k | 123.44 |
2019-03-31 | $8.9M | 80k | 111.70 |
2018-12-31 | $240k | 2.6k | 93.39 |
2018-09-30 | $7.2M | 66k | 107.90 |
2018-06-30 | $6.7M | 65k | 102.99 |