American Express Company shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in American Express Company
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Quarterly reported holdings in American Express Company by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 851 | 330.66 |
| 2025-06-30 | $272k | 851 | 318.98 |
| 2025-03-31 | $242k | 901 | 269.05 |
| 2024-12-31 | $224k | 754 | 296.79 |
More positions owned by Up Strategic Wealth Investment Advisors
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