American Express Company shares owned by Wealth Alliance
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in American Express Company by Wealth Alliance
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.0M | 5.4k | 187.32 |
2023-09-30 | $882k | 5.9k | 149.19 |
2023-06-30 | $1.0M | 5.8k | 174.19 |
2023-03-31 | $923k | 5.6k | 164.95 |
2022-12-31 | $787k | 5.3k | 147.74 |
2022-09-30 | $651k | 4.8k | 134.78 |
2022-06-30 | $645k | 4.7k | 138.55 |
2022-03-31 | $998k | 5.3k | 186.93 |
2021-12-31 | $899k | 5.5k | 163.62 |
2021-09-30 | $909k | 5.4k | 167.46 |
2021-06-30 | $977k | 5.9k | 165.29 |
2021-03-31 | $750k | 5.3k | 141.51 |
2020-12-31 | $765k | 6.3k | 120.91 |
2020-09-30 | $719k | 7.2k | 100.18 |
2020-06-30 | $673k | 7.1k | 95.26 |
2020-03-31 | $374k | 4.4k | 85.60 |