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American Express Company shares owned by WR Wealth Planners

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $284k 1.0k 271.22
2024-06-30 $239k 1.0k 231.55
2024-03-31 $214k 940 227.69
2023-09-30 $132k 883 149.19
2023-06-30 $150k 863 174.20
2023-03-31 $115k 695 164.95

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Apple Stock (AAPL)
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Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Nuveen Asset Management
Northern Trust
Goldman Sachs Group
Invesco

View all funds holding American Express Company