Ownership history in First Affirmative Financial Network · 16 quarters on record
This page tracks every 13F SEC filing in which First Affirmative Financial Network reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,671 | +427 | +10.1% | 0.77% | $1.5M | $330.59 |
| 2025 Q1 | ADDED | 4,244 | +229 | +5.7% | 0.70% | $1.1M | $266.22 |
| 2024 Q4 | ADDED | 4,015 | +28 | +0.7% | 0.69% | $1.2M | $292.98 |
| 2024 Q3 | REDUCED | 3,987 | -325 | -7.5% | 0.59% | $1.1M | $267.02 |
| 2024 Q2 | REDUCED | 4,312 | -176 | -3.9% | 0.69% | $998K | $227.30 |
| 2024 Q1 | REDUCED | 4,488 | -16 | -0.4% | 0.75% | $1.0M | $222.82 |
| 2023 Q4 | ADDED | 4,504 | +193 | +4.5% | 0.67% | $844K | $182.74 |
| 2023 Q3 | ADDED | 4,311 | +285 | +7.1% | 0.63% | $643K | $144.93 |
| 2023 Q2 | ADDED | 4,026 | +399 | +11.0% | 0.70% | $701K | $168.65 |
| 2023 Q1 | ADDED | 3,627 | +146 | +4.2% | 0.69% | $598K | $159.11 |
As of 2025 Q4 — sorted by position size