American Express Company shares owned by Modera Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in American Express Company
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Quarterly reported holdings in American Express Company by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.4M | 19k | 227.69 |
| 2023-12-31 | $3.6M | 19k | 187.34 |
| 2023-09-30 | $2.9M | 19k | 149.19 |
| 2023-06-30 | $3.4M | 20k | 174.20 |
| 2023-03-31 | $2.6M | 16k | 164.95 |
| 2022-12-31 | $2.3M | 16k | 147.75 |
| 2022-09-30 | $1.9M | 14k | 134.93 |
| 2022-06-30 | $2.3M | 17k | 138.60 |
| 2022-03-31 | $3.1M | 17k | 186.99 |
| 2021-12-31 | $3.7M | 23k | 163.60 |
| 2021-09-30 | $2.3M | 14k | 167.51 |
| 2021-06-30 | $2.3M | 14k | 165.23 |
| 2021-03-31 | $1.9M | 14k | 141.40 |
| 2020-12-31 | $1.7M | 14k | 120.86 |
| 2020-09-30 | $1.3M | 13k | 100.22 |
| 2020-06-30 | $1.3M | 13k | 95.21 |
| 2020-03-31 | $1.2M | 14k | 85.64 |
| 2019-12-31 | $1.6M | 13k | 124.51 |
| 2019-09-30 | $1.5M | 13k | 118.25 |
| 2019-06-30 | $1.6M | 13k | 123.47 |
| 2019-03-31 | $1.4M | 13k | 109.33 |
| 2018-12-31 | $1.2M | 13k | 95.32 |
| 2018-09-30 | $1.4M | 13k | 106.50 |
| 2018-06-30 | $1.3M | 13k | 98.00 |
| 2018-03-31 | $1.2M | 13k | 93.27 |
| 2017-12-31 | $1.3M | 13k | 99.28 |
| 2017-09-30 | $1.2M | 13k | 90.42 |
| 2017-06-30 | $1.1M | 13k | 84.21 |
| 2017-03-31 | $1.0M | 13k | 79.08 |
| 2016-12-31 | $213k | 2.9k | 74.14 |