American Express Company shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $772k | 2.3k | 332.16 |
| 2025-06-30 | $653k | 2.0k | 318.91 |
| 2024-12-31 | $566k | 1.9k | 296.81 |
| 2024-06-30 | $337k | 1.5k | 231.58 |
| 2023-12-31 | $219k | 1.2k | 187.36 |
| 2022-09-30 | $251k | 1.9k | 134.66 |
| 2022-06-30 | $258k | 1.9k | 138.49 |
| 2022-03-31 | $348k | 1.9k | 186.90 |
| 2021-12-31 | $304k | 1.9k | 163.35 |