American Express Company shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $375k | 1.1k | 332.16 |
| 2025-06-30 | $364k | 1.1k | 322.73 |
| 2025-03-31 | $358k | 1.3k | 269.05 |
| 2024-12-31 | $395k | 1.3k | 296.79 |
| 2024-09-30 | $373k | 1.4k | 271.20 |
| 2024-06-30 | $316k | 1.4k | 231.55 |
| 2024-03-31 | $293k | 1.3k | 227.69 |
| 2023-12-31 | $235k | 1.3k | 187.34 |
| 2023-06-30 | $218k | 1.3k | 174.20 |
| 2023-03-31 | $207k | 1.3k | 164.95 |
| 2022-09-30 | $229k | 1.7k | 134.86 |
| 2022-06-30 | $223k | 1.6k | 138.34 |
| 2022-03-31 | $301k | 1.6k | 186.72 |
| 2021-12-31 | $264k | 1.6k | 163.77 |
| 2021-09-30 | $237k | 1.4k | 167.25 |
| 2021-06-30 | $234k | 1.4k | 165.14 |
| 2021-03-31 | $200k | 1.4k | 141.14 |
| 2020-09-30 | $142k | 1.4k | 100.21 |
More positions owned by Pacific Capital Wealth Advisors
View all positions for Pacific Capital Wealth Advisors