American Express Company shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in American Express Company
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All positions including American Express Company held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $772k | 4.1k | 187.34 |
2023-09-30 | $619k | 4.1k | 149.19 |
2023-06-30 | $714k | 4.1k | 174.20 |
2023-03-31 | $686k | 4.2k | 164.95 |
2022-12-31 | $614k | 4.2k | 147.75 |
2022-09-30 | $566k | 4.2k | 134.89 |
2022-06-30 | $593k | 4.3k | 139.17 |
2022-03-31 | $862k | 4.6k | 186.94 |
2021-12-31 | $735k | 4.5k | 163.66 |
2021-09-30 | $752k | 4.5k | 167.45 |
2021-06-30 | $1.4M | 8.6k | 165.17 |
2021-03-31 | $1.2M | 8.8k | 141.43 |
2020-12-31 | $1.2M | 9.5k | 120.91 |
2020-09-30 | $1.1M | 11k | 100.22 |
2020-06-30 | $815k | 8.6k | 95.25 |
2020-03-31 | $562k | 6.6k | 85.59 |
2019-12-31 | $842k | 6.8k | 124.45 |
2019-09-30 | $754k | 6.4k | 118.26 |
2019-06-30 | $624k | 5.1k | 123.42 |
2019-03-31 | $554k | 5.1k | 109.36 |
2018-12-31 | $492k | 5.2k | 95.24 |
2018-09-30 | $403k | 3.8k | 106.44 |
2018-06-30 | $371k | 3.8k | 97.99 |
2018-03-31 | $353k | 3.8k | 93.24 |
2017-12-31 | $470k | 4.7k | 99.22 |
2017-09-30 | $339k | 3.8k | 90.35 |