American Express Company shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $802k | 2.4k | 332.16 |
| 2025-06-30 | $776k | 2.4k | 318.98 |
| 2025-03-31 | $655k | 2.4k | 269.05 |
| 2024-12-31 | $712k | 2.4k | 296.91 |
| 2024-09-30 | $650k | 2.4k | 271.06 |
| 2024-06-30 | $555k | 2.4k | 231.44 |
| 2024-03-31 | $546k | 2.4k | 227.69 |
| 2023-12-31 | $449k | 2.4k | 187.24 |
| 2023-09-30 | $358k | 2.4k | 149.29 |
| 2023-06-30 | $418k | 2.4k | 174.31 |
| 2023-03-31 | $388k | 2.4k | 164.90 |
| 2022-12-31 | $353k | 2.4k | 147.82 |
| 2022-09-30 | $322k | 2.4k | 134.84 |
| 2022-03-31 | $437k | 2.3k | 186.91 |
| 2021-12-31 | $394k | 2.4k | 163.62 |
| 2021-09-30 | $403k | 2.4k | 167.36 |
| 2021-06-30 | $489k | 3.0k | 165.31 |
| 2021-03-31 | $442k | 3.1k | 141.53 |
| 2020-12-31 | $393k | 3.2k | 121.00 |
| 2020-09-30 | $323k | 3.2k | 100.22 |
| 2020-06-30 | $254k | 2.7k | 95.02 |
| 2020-03-31 | $216k | 2.5k | 85.61 |
| 2019-12-31 | $356k | 2.9k | 124.56 |
| 2019-09-30 | $341k | 2.9k | 118.20 |
| 2019-06-30 | $245k | 2.0k | 123.43 |
| 2019-03-31 | $217k | 2.0k | 109.32 |
| 2018-09-30 | $218k | 2.1k | 106.34 |
| 2018-06-30 | $201k | 2.1k | 98.05 |
| 2018-03-31 | $257k | 2.8k | 93.45 |
| 2017-12-31 | $293k | 3.0k | 99.32 |
| 2017-09-30 | $321k | 3.6k | 90.42 |
| 2017-06-30 | $459k | 5.5k | 84.22 |
| 2017-03-31 | $502k | 6.3k | 79.12 |
| 2016-12-31 | $682k | 9.2k | 74.05 |
| 2016-09-30 | $963k | 15k | 64.05 |
| 2016-06-30 | $1.0M | 17k | 60.78 |
| 2016-03-31 | $1.3M | 21k | 61.40 |
| 2015-12-31 | $1.6M | 22k | 69.55 |
| 2015-09-30 | $1.9M | 25k | 74.13 |
| 2015-06-30 | $2.1M | 27k | 77.70 |
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