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American Express Company shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $407k 1.5k 271.20
2024-06-30 $339k 1.5k 227.69
2024-03-31 $339k 1.5k 227.69
2023-12-31 $280k 1.5k 187.34
2023-09-30 $227k 1.5k 149.19

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Nuveen Asset Management
Northern Trust
Goldman Sachs Group
Invesco

View all funds holding American Express Company