American Express Company shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 1.2k | 332.16 |
| 2025-06-30 | $371k | 1.2k | 318.98 |
| 2025-03-31 | $313k | 1.2k | 269.05 |
| 2024-12-31 | $346k | 1.2k | 296.79 |
| 2024-09-30 | $320k | 1.2k | 271.20 |
| 2024-06-30 | $273k | 1.2k | 231.55 |
| 2024-03-31 | $266k | 1.2k | 227.69 |
| 2023-06-30 | $214k | 1.2k | 174.20 |
| 2023-03-31 | $203k | 1.2k | 164.95 |
| 2022-03-31 | $230k | 1.2k | 186.99 |
| 2021-12-31 | $201k | 1.2k | 163.41 |
| 2020-12-31 | $2.0k | 17 | 117.65 |