American Express Company shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 1.1k | 332.16 |
| 2025-06-30 | $298k | 933 | 318.98 |
| 2025-03-31 | $249k | 925 | 269.05 |
| 2024-12-31 | $281k | 948 | 296.79 |
| 2024-09-30 | $257k | 948 | 271.20 |
| 2024-06-30 | $222k | 958 | 231.55 |