American Express Company shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by SOA 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 8.6k | 332.16 |
| 2025-06-30 | $2.7M | 8.4k | 318.99 |
| 2025-03-31 | $2.2M | 8.2k | 269.04 |
| 2024-12-31 | $2.4M | 8.1k | 296.78 |
| 2024-09-30 | $2.2M | 8.0k | 271.19 |
| 2024-06-30 | $1.8M | 7.8k | 231.56 |
| 2024-03-31 | $1.5M | 6.7k | 227.68 |
| 2023-12-31 | $1.2M | 6.5k | 187.33 |
| 2023-09-30 | $1.0M | 6.9k | 149.18 |
| 2023-06-30 | $1.2M | 6.9k | 174.19 |
| 2023-03-31 | $1.1M | 6.9k | 164.96 |
| 2022-12-31 | $1.0M | 6.9k | 147.75 |
| 2022-09-30 | $931k | 6.9k | 134.91 |
| 2022-06-30 | $949k | 6.8k | 138.62 |
| 2022-03-31 | $1.3M | 7.1k | 186.89 |
| 2021-12-31 | $1.2M | 7.1k | 164.16 |
| 2021-09-30 | $1.3M | 7.7k | 167.47 |
| 2021-06-30 | $1.3M | 7.7k | 165.19 |
| 2021-03-31 | $1.0M | 7.2k | 141.38 |
| 2020-12-31 | $902k | 7.0k | 128.13 |