American Express Company shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $200k | 541 | 369.87 |
| 2021-09-30 | $144k | 860 | 167.44 |
| 2021-06-30 | $109k | 659 | 165.40 |
| 2021-03-31 | $73k | 519 | 140.66 |
| 2020-12-31 | $63k | 517 | 121.86 |
| 2020-09-30 | $52k | 516 | 100.78 |
| 2020-06-30 | $49k | 514 | 95.33 |
| 2020-03-31 | $44k | 512 | 85.94 |
| 2019-12-31 | $64k | 511 | 125.24 |
More positions owned by Walled Lake Planning & Wealth Management
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