American Express Company shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 9.9k | 332.16 |
| 2025-06-30 | $3.2M | 10k | 318.98 |
| 2025-03-31 | $2.6M | 9.8k | 269.05 |
| 2024-12-31 | $2.9M | 9.8k | 296.79 |
| 2024-09-30 | $2.7M | 9.8k | 271.20 |
| 2024-06-30 | $2.3M | 9.8k | 231.55 |
| 2024-03-31 | $2.3M | 10k | 227.69 |
| 2023-12-31 | $2.2M | 12k | 187.34 |
| 2023-09-30 | $1.9M | 13k | 149.19 |
| 2023-06-30 | $2.2M | 13k | 174.20 |
| 2023-03-31 | $2.1M | 13k | 164.95 |
| 2022-03-31 | $464k | 2.5k | 187.10 |
| 2021-12-31 | $406k | 2.5k | 163.71 |
| 2021-09-30 | $415k | 2.5k | 167.41 |
| 2021-06-30 | $410k | 2.5k | 165.39 |
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