Ownership history in NWF Advisory Services Inc. · 4 quarters on record
This page tracks every 13F SEC filing in which NWF Advisory Services Inc. 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 | 36,952 | +4,117 | +12.5% | 1.51% | $13.7M | $369.13 |
| 2025 Q3 | REDUCED | 32,835 | -8,966 | -21.4% | 1.33% | $5.7M | $330.59 |
| 2025 Q2 | ADDED | 41,801 | +3,002 | +7.7% | 1.59% | $13.3M | $316.67 |
| 2025 Q1 | INITIATED | 38,799 | — | — | 1.69% | $11.5M | $266.22 |
As of 2025 Q4 — sorted by position size