American Express Company shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in American Express Company
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All positions including American Express Company held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $621k | 1.9k | 332.09 |
| 2025-06-30 | $583k | 1.8k | 318.99 |
| 2025-03-31 | $490k | 1.8k | 269.10 |
| 2024-12-31 | $570k | 1.9k | 296.79 |
| 2024-09-30 | $497k | 1.8k | 271.15 |
| 2024-06-30 | $389k | 1.7k | 231.55 |
| 2024-03-31 | $386k | 1.7k | 227.69 |
| 2023-12-31 | $314k | 1.7k | 187.34 |
| 2023-09-30 | $294k | 2.0k | 149.19 |
| 2023-06-30 | $291k | 1.7k | 174.20 |
| 2023-03-31 | $360k | 2.2k | 164.95 |
| 2022-12-31 | $291k | 2.0k | 147.75 |
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