American Express Company shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Gratus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.7k | 332.16 |
| 2025-06-30 | $1.2M | 3.7k | 318.98 |
| 2025-03-31 | $999k | 3.7k | 269.05 |
| 2024-12-31 | $1.1M | 3.7k | 296.79 |
| 2024-09-30 | $1.0M | 3.7k | 273.79 |
| 2024-06-30 | $872k | 3.6k | 242.38 |
| 2024-03-31 | $757k | 3.5k | 217.50 |
| 2023-12-31 | $314k | 1.7k | 187.34 |