American Express Company shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $208k | 950 | 218.40 |
2023-09-30 | $222k | 1.5k | 152.79 |
2023-06-30 | $253k | 1.5k | 174.20 |
2023-03-31 | $236k | 1.5k | 162.56 |
2022-12-31 | $213k | 1.5k | 147.12 |