Ownership history in CONCENTRIC WEALTH MANAGEMENT, LLC · 32 quarters on record
This page tracks every 13F SEC filing in which CONCENTRIC WEALTH MANAGEMENT, LLC reported a position in American Express (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 23,510 | -854 | -3.5% | 1.55% | $6.4M | $267.02 |
| 2024 Q2 | ADDED | 24,364 | +93 | +0.4% | 1.47% | $5.6M | $227.30 |
| 2024 Q1 | REDUCED | 24,271 | -9 | -0.0% | 1.47% | $5.5M | $222.82 |
| 2023 Q4 | ADDED | 24,280 | +401 | +1.7% | 1.32% | $4.5M | $182.74 |
| 2023 Q3 | REDUCED | 23,879 | -6 | -0.0% | 1.17% | $3.6M | $144.93 |
| 2023 Q2 | REDUCED | 23,885 | -559 | -2.3% | 1.32% | $4.2M | $168.65 |
| 2023 Q1 | ADDED | 24,444 | +106 | +0.4% | 1.33% | $4.0M | $159.11 |
| 2022 Q4 | REDUCED | 24,338 | -200 | -0.8% | 1.23% | $3.6M | $142.03 |
| 2022 Q3 | ADDED | 24,538 | +473 | +2.0% | 1.22% | $3.3M | $129.19 |
| 2022 Q2 | REDUCED | 24,065 | -180 | -0.7% | 1.13% | $3.3M | $132.74 |
As of 2025 Q4 — sorted by position size