American Express Company shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $914k | 2.8k | 332.21 |
| 2025-06-30 | $680k | 2.1k | 319.02 |
| 2025-03-31 | $583k | 2.2k | 269.06 |
| 2024-12-31 | $636k | 2.1k | 296.79 |
| 2024-09-30 | $594k | 2.2k | 271.20 |
| 2024-06-30 | $509k | 2.2k | 231.55 |
| 2024-03-31 | $468k | 2.1k | 227.69 |
| 2023-12-31 | $390k | 2.1k | 188.31 |
| 2023-09-30 | $309k | 2.1k | 149.19 |
| 2023-06-30 | $354k | 2.0k | 174.20 |
| 2023-03-31 | $336k | 2.0k | 164.95 |
| 2022-12-31 | $444k | 3.0k | 147.75 |
| 2022-09-30 | $384k | 2.8k | 135.02 |
| 2022-06-30 | $395k | 2.9k | 138.60 |
| 2022-03-31 | $491k | 2.7k | 183.62 |
| 2021-12-31 | $402k | 2.5k | 163.61 |
| 2021-09-30 | $498k | 3.0k | 167.56 |
| 2021-06-30 | $499k | 2.9k | 169.73 |
| 2021-03-31 | $389k | 2.7k | 144.50 |
| 2020-12-31 | $253k | 2.1k | 121.05 |