American Express Company shares owned by Wealth Management Group
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in American Express Company
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Quarterly reported holdings in American Express Company by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.2M | 21k | 296.79 |
| 2024-09-30 | $6.1M | 23k | 271.20 |
| 2024-06-30 | $8.9M | 38k | 231.55 |
| 2024-03-31 | $9.6M | 42k | 227.69 |
| 2023-12-31 | $8.4M | 45k | 187.34 |
| 2023-09-30 | $6.6M | 44k | 149.19 |
| 2023-06-30 | $7.4M | 42k | 174.20 |
| 2023-03-31 | $6.9M | 42k | 164.95 |
| 2022-12-31 | $6.3M | 43k | 147.74 |
| 2022-09-30 | $5.8M | 43k | 134.90 |
| 2022-06-30 | $5.7M | 41k | 138.63 |
| 2022-03-31 | $695k | 3.7k | 187.17 |
| 2021-12-31 | $628k | 3.8k | 163.52 |
| 2021-09-30 | $643k | 3.8k | 167.37 |
| 2021-06-30 | $639k | 3.9k | 165.39 |
| 2021-03-31 | $590k | 4.2k | 141.58 |
| 2020-12-31 | $936k | 7.7k | 120.83 |
| 2020-09-30 | $1.7M | 17k | 100.24 |
| 2020-06-30 | $3.6M | 38k | 95.19 |
| 2020-03-31 | $797k | 9.3k | 85.71 |
| 2019-12-31 | $1.4M | 12k | 124.49 |
| 2019-09-30 | $5.8M | 49k | 118.28 |
| 2019-06-30 | $6.3M | 51k | 123.45 |
| 2019-03-31 | $5.3M | 48k | 109.31 |
| 2018-12-31 | $3.8M | 40k | 95.32 |
| 2018-09-30 | $797k | 7.5k | 106.43 |
| 2018-06-30 | $733k | 7.5k | 97.86 |
| 2018-03-31 | $718k | 7.7k | 93.20 |
| 2017-12-31 | $803k | 8.1k | 99.18 |
| 2017-09-30 | $731k | 8.1k | 90.33 |
| 2017-06-30 | $686k | 8.1k | 84.19 |
| 2017-03-31 | $645k | 8.1k | 79.22 |
| 2016-12-31 | $615k | 8.3k | 74.20 |
| 2016-09-30 | $475k | 7.4k | 64.14 |
| 2016-06-30 | $491k | 8.1k | 60.74 |
| 2016-03-31 | $545k | 8.9k | 61.45 |
| 2015-12-31 | $642k | 9.2k | 69.47 |
| 2015-09-30 | $691k | 9.3k | 74.06 |
| 2015-06-30 | $763k | 9.8k | 77.70 |
| 2015-03-31 | $1.4M | 18k | 78.17 |
| 2014-12-31 | $2.3M | 25k | 93.01 |
| 2014-09-30 | $2.2M | 25k | 87.56 |
| 2014-06-30 | $2.5M | 26k | 94.85 |
| 2014-03-31 | $2.3M | 26k | 90.05 |
| 2013-12-31 | $2.0M | 22k | 90.75 |
| 2013-09-30 | $1.6M | 21k | 75.50 |
| 2013-06-30 | $1.6M | 21k | 74.75 |
| 2013-03-31 | $1.5M | 22k | 67.47 |
| 2012-12-31 | $2.8M | 49k | 57.48 |
| 2012-09-30 | $2.8M | 49k | 56.86 |
| 2012-06-30 | $3.1M | 53k | 58.22 |
| 2012-03-31 | $3.1M | 54k | 57.86 |
| 2011-12-31 | $2.4M | 51k | 47.17 |
| 2011-09-30 | $2.4M | 53k | 44.91 |
| 2011-06-30 | $3.0M | 58k | 51.69 |
| 2011-03-31 | $2.6M | 58k | 45.19 |