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

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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
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 $6.2M 42k 147.76
2022-09-30 $6.3M 45k 140.41
2022-06-30 $6.3M 45k 138.85
2022-03-31 $3.4M 18k 186.99