American Express Company shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $543k | 2.0k | 269.05 |
| 2024-12-31 | $599k | 2.0k | 296.79 |
| 2024-09-30 | $546k | 2.0k | 271.20 |
| 2024-06-30 | $466k | 2.0k | 231.55 |
| 2024-03-31 | $456k | 2.0k | 227.69 |
| 2023-12-31 | $375k | 2.0k | 187.34 |