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American Express Company shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $962k 4.2k 227.69
2023-12-31 $790k 4.2k 187.34
2023-09-30 $646k 4.3k 149.19
2023-06-30 $721k 4.1k 174.20
2023-03-31 $698k 4.2k 164.95
2022-12-31 $624k 4.2k 147.75
2022-09-30 $313k 2.2k 141.56
2022-06-30 $303k 2.2k 139.37
2022-03-31 $390k 2.1k 187.05
2021-12-31 $345k 2.1k 163.43
2021-09-30 $377k 2.3k 167.33
2021-06-30 $367k 2.2k 165.17
2021-03-31 $318k 2.2k 141.52
2020-12-31 $269k 2.2k 121.06
2019-12-31 $2.9M 23k 124.50