American Express Company shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in American Express Company
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Quarterly reported holdings in American Express Company by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $8.0M | 25k | 320.82 |
| 2025-03-31 | $11M | 39k | 269.07 |
| 2024-12-31 | $13M | 42k | 296.78 |
| 2024-09-30 | $11M | 40k | 271.21 |
| 2024-06-30 | $10M | 44k | 231.56 |
| 2024-03-31 | $12M | 55k | 227.69 |
| 2023-12-31 | $9.6M | 51k | 187.34 |
| 2023-09-30 | $7.6M | 51k | 149.17 |
| 2023-06-30 | $8.1M | 47k | 174.20 |
| 2023-03-31 | $7.5M | 46k | 164.95 |
| 2022-12-31 | $6.3M | 43k | 147.75 |
| 2022-09-30 | $5.3M | 39k | 134.91 |
| 2022-06-30 | $6.3M | 45k | 138.85 |
| 2022-03-31 | $3.4M | 18k | 186.99 |