American Express Company shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by MAI Wealth Advisors 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 MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 66k | 227.69 |
| 2023-12-31 | $7.4M | 39k | 187.34 |
| 2023-09-30 | $10M | 68k | 149.19 |
| 2023-06-30 | $15M | 86k | 174.20 |
| 2023-03-31 | $15M | 93k | 164.95 |
| 2022-12-31 | $14M | 95k | 147.75 |
| 2022-09-30 | $15M | 114k | 134.91 |
| 2022-06-30 | $9.8M | 71k | 138.61 |
| 2022-03-31 | $16M | 86k | 187.00 |
| 2021-12-31 | $5.8M | 36k | 163.61 |
| 2021-09-30 | $5.5M | 33k | 167.53 |
| 2021-06-30 | $5.4M | 33k | 165.22 |
| 2021-03-31 | $4.6M | 33k | 141.44 |
| 2020-12-31 | $3.7M | 31k | 120.93 |
| 2020-09-30 | $3.2M | 31k | 100.25 |
| 2020-06-30 | $2.8M | 30k | 95.21 |
| 2020-03-31 | $2.6M | 30k | 85.60 |
| 2019-12-31 | $3.8M | 31k | 124.49 |
| 2019-09-30 | $771k | 6.5k | 118.31 |
| 2019-06-30 | $813k | 6.6k | 123.41 |
| 2019-03-31 | $277k | 2.5k | 109.49 |
| 2018-12-31 | $209k | 2.2k | 95.22 |
| 2018-09-30 | $228k | 2.1k | 106.64 |
| 2015-12-31 | $211k | 3.0k | 69.64 |
| 2015-09-30 | $273k | 3.7k | 74.06 |
| 2015-06-30 | $300k | 3.9k | 77.66 |
| 2015-03-31 | $263k | 3.4k | 78.20 |
| 2014-12-31 | $308k | 3.3k | 92.91 |
| 2014-09-30 | $263k | 2.8k | 94.81 |
| 2014-06-30 | $263k | 2.8k | 94.81 |
| 2014-03-31 | $252k | 2.8k | 90.19 |
| 2013-12-31 | $226k | 2.5k | 90.87 |
| 2011-12-31 | $227k | 4.8k | 47.17 |
| 2011-09-30 | $206k | 4.6k | 44.86 |
| 2011-06-30 | $237k | 4.6k | 51.61 |