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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

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All positions including American Express Company held by Strata 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 15k 227.69
2023-12-31 $3.3M 18k 187.34

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Progressive Corporation (PGR)
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American Express Company (AXP)
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Apple (AAPL)

View all positions for Strata 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