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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
2024-03-31 $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)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
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
Wellington Management Company
Jpmorgan Chase & Co
Bank of America Corporation
Massachusetts Financial Services
Fisher Investments
T. Rowe Price Associates
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Harris Associates L.P
Lazard Asset Management
Artisan Partners Limited Partnership
Goldman Sachs Group

View all funds holding American Express Company