American Express Company shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Strata 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 Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 15k | 271.20 |
| 2024-06-30 | $3.6M | 15k | 231.55 |
| 2024-03-31 | $3.5M | 15k | 227.69 |
| 2023-12-31 | $3.3M | 18k | 187.34 |