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American Express Company shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors investment in American Express Company

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

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Quarterly reported holdings in American Express Company by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 3.9k 332.16
2025-06-30 $1.1M 3.5k 318.98
2025-03-31 $955k 3.5k 269.05
2024-12-31 $225k 757 296.79
2024-09-30 $202k 745 271.20
2022-06-30 $372k 2.7k 138.60
2022-03-31 $483k 2.6k 186.92
2020-12-31 $131k 1.1k 120.85