American Express Company shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in American Express Company
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All positions including American Express Company held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in American Express Company by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 10k | 332.15 |
| 2025-06-30 | $3.3M | 10k | 318.99 |
| 2025-03-31 | $2.9M | 11k | 269.06 |
| 2024-12-31 | $3.2M | 11k | 296.80 |
| 2024-09-30 | $2.9M | 11k | 271.20 |