American Express Company shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in American Express Company
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Quarterly reported holdings in American Express Company by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.6M | 8.7k | 296.79 |
| 2024-09-30 | $1.3M | 4.9k | 271.20 |
| 2024-06-30 | $1.1M | 4.9k | 231.55 |
| 2024-03-31 | $962k | 4.2k | 227.69 |
| 2023-12-31 | $790k | 4.2k | 187.34 |
| 2023-09-30 | $646k | 4.3k | 149.19 |
| 2023-06-30 | $721k | 4.1k | 174.20 |
| 2023-03-31 | $698k | 4.2k | 164.95 |
| 2022-12-31 | $624k | 4.2k | 147.75 |
| 2022-09-30 | $313k | 2.2k | 141.56 |
| 2022-06-30 | $303k | 2.2k | 139.37 |
| 2022-03-31 | $390k | 2.1k | 187.05 |
| 2021-12-31 | $345k | 2.1k | 163.43 |
| 2021-09-30 | $377k | 2.3k | 167.33 |
| 2021-06-30 | $367k | 2.2k | 165.17 |
| 2021-03-31 | $318k | 2.2k | 141.52 |
| 2020-12-31 | $269k | 2.2k | 121.06 |
| 2019-12-31 | $2.9M | 23k | 124.50 |
More positions owned by Vista Wealth Management Group
View all positions for Vista Wealth Management Group