Ownership history in FOCUS Wealth Advisors, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which FOCUS Wealth Advisors, LLC 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 Q4 | ADDED | 9,272 | +1 | +0.0% | 1.60% | $3.4M | $369.13 |
| 2025 Q3 | REDUCED | 9,271 | -30 | -0.3% | 1.48% | $3.1M | $330.59 |
| 2025 Q2 | ADDED | 9,301 | +9 | +0.1% | 1.54% | $3.0M | $316.67 |
| 2025 Q1 | REDUCED | 9,292 | -594 | -6.0% | 1.38% | $2.5M | $266.22 |
| 2024 Q4 | REDUCED | 9,886 | -277 | -2.7% | 1.56% | $2.9M | $292.98 |
| 2024 Q3 | REDUCED | 10,163 | -232 | -2.2% | 1.37% | $2.8M | $267.02 |
| 2024 Q2 | ADDED | 10,395 | +518 | +5.2% | 1.24% | $2.4M | $227.30 |
| 2024 Q1 | ADDED | 9,877 | +305 | +3.2% | 1.20% | $2.2M | $222.82 |
| 2023 Q4 | REDUCED | 9,572 | -83 | -0.9% | 1.13% | $1.8M | $182.74 |
| 2023 Q3 | REDUCED | 9,655 | -35 | -0.4% | 1.00% | $1.4M | $144.93 |
As of 2025 Q4 — sorted by position size