American Express Company shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 44 | 332.16 |
| 2025-06-30 | $14k | 44 | 318.98 |
| 2025-03-31 | $12k | 44 | 269.05 |
| 2024-12-31 | $13k | 44 | 296.80 |
| 2024-09-30 | $12k | 44 | 271.20 |
| 2024-06-30 | $3.7k | 16 | 231.56 |
| 2024-03-31 | $3.6k | 16 | 227.69 |
| 2023-12-31 | $3.0k | 16 | 187.31 |
| 2023-09-30 | $2.4k | 16 | 149.19 |
| 2023-06-30 | $2.8k | 16 | 174.19 |
| 2023-03-31 | $2.6k | 16 | 164.94 |
| 2022-12-31 | $2.0k | 16 | 125.00 |
| 2022-09-30 | $2.0k | 16 | 125.00 |
| 2022-06-30 | $2.0k | 16 | 125.00 |
| 2022-03-31 | $3.0k | 16 | 187.50 |
| 2021-12-31 | $3.0k | 16 | 187.50 |
| 2021-09-30 | $3.0k | 16 | 187.50 |
| 2021-06-30 | $3.0k | 16 | 187.50 |
| 2021-03-31 | $5.0k | 36 | 138.89 |
| 2020-12-31 | $2.0k | 16 | 125.00 |
| 2020-09-30 | $4.0k | 39 | 102.56 |