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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

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Quarterly reported holdings in American Express Company by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
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