American Express Company shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Express Company by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 902 | 332.03 |
| 2025-06-30 | $270k | 847 | 318.80 |
| 2025-03-31 | $470k | 1.7k | 269.11 |
| 2024-12-31 | $489k | 1.6k | 296.84 |
| 2024-09-30 | $446k | 1.6k | 271.22 |
| 2024-06-30 | $388k | 1.7k | 231.54 |
| 2024-03-31 | $573k | 2.5k | 227.67 |
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