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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

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All positions including American Express Company held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Sax Wealth Advisors

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
Wellington Management Company
Jpmorgan Chase & Co
Bank of America Corporation
Massachusetts Financial Services
Fisher Investments
T. Rowe Price Associates
Norges Bank Investment Management
Legal & General Group
Harris Associates L.P
Lazard Asset Management
Artisan Partners Limited Partnership
Bank of New York Mellon
Goldman Sachs Group

View all funds holding American Express Company