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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
2024-06-30 $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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Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Massachusetts Financial Services
T. Rowe Price Associates
Fisher Investments
FMR
Nuveen Asset Management
Northern Trust

View all funds holding American Express Company