American Express Company shares owned by Wealthsource Partners
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in American Express Company
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Quarterly reported holdings in American Express Company by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $702k | 3.7k | 187.32 |
| 2023-09-30 | $554k | 3.7k | 149.21 |
| 2023-06-30 | $647k | 3.7k | 174.21 |
| 2023-03-31 | $1.0M | 6.3k | 164.94 |
| 2022-12-31 | $933k | 6.3k | 147.76 |
| 2022-09-30 | $783k | 5.8k | 134.93 |
| 2022-06-30 | $715k | 5.2k | 138.57 |
| 2022-03-31 | $970k | 5.2k | 187.04 |
| 2021-12-31 | $836k | 5.1k | 163.70 |
| 2021-09-30 | $914k | 5.5k | 167.52 |
| 2021-06-30 | $841k | 5.1k | 165.32 |
| 2021-03-31 | $534k | 3.8k | 141.53 |
| 2020-12-31 | $299k | 2.5k | 120.95 |
| 2020-09-30 | $225k | 2.2k | 100.22 |
| 2020-06-30 | $215k | 2.3k | 95.26 |
| 2020-03-31 | $269k | 3.1k | 85.48 |