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
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 11k | 332.16 |
| 2025-06-30 | $3.5M | 11k | 318.98 |
| 2025-03-31 | $2.9M | 11k | 269.05 |
| 2024-12-31 | $3.3M | 11k | 296.79 |
| 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 |