American Express Company shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 24k | 227.69 |
| 2023-12-31 | $4.5M | 24k | 187.34 |
| 2023-09-30 | $3.6M | 24k | 149.19 |
| 2023-06-30 | $4.2M | 24k | 174.20 |
| 2023-03-31 | $4.0M | 24k | 164.95 |
| 2022-12-31 | $3.6M | 24k | 147.75 |
| 2022-09-30 | $3.3M | 25k | 134.89 |
| 2022-06-30 | $3.3M | 24k | 138.62 |
| 2022-03-31 | $4.5M | 24k | 187.01 |
| 2021-12-31 | $4.0M | 24k | 163.60 |
| 2021-09-30 | $4.1M | 25k | 167.54 |
| 2021-06-30 | $4.1M | 25k | 165.23 |
| 2021-03-31 | $3.5M | 25k | 141.42 |
| 2020-12-31 | $2.9M | 24k | 120.92 |
| 2020-09-30 | $2.4M | 24k | 100.25 |
| 2020-06-30 | $2.2M | 24k | 95.19 |
| 2020-03-31 | $1.1M | 13k | 85.64 |
| 2019-12-31 | $1.3M | 10k | 124.51 |
| 2019-09-30 | $1.2M | 10k | 118.27 |
| 2019-06-30 | $1.3M | 10k | 123.45 |
| 2019-03-31 | $1.1M | 10k | 109.27 |
| 2018-12-31 | $1.0M | 11k | 95.33 |
| 2018-09-30 | $1.1M | 11k | 106.53 |
| 2018-06-30 | $1.0M | 11k | 97.97 |
| 2018-03-31 | $991k | 11k | 93.27 |
| 2017-12-31 | $1.1M | 11k | 99.29 |
| 2017-09-30 | $1.0M | 11k | 90.45 |
| 2017-06-30 | $940k | 11k | 84.27 |
| 2017-03-31 | $829k | 11k | 79.10 |
| 2016-12-31 | $805k | 11k | 74.09 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management