AXP AMERICAN EXPRESS CO

Ownership history in Rede Wealth, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Rede Wealth, 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.

Peak position
0.23% (2025 Q3)
Avg. % of fund
0.17%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 869 -772 -47.0% 0.23% $288K $330.59
2023 Q2 UNCHANGED 1,641 0% 0.14% $286K $168.65
2023 Q1 REDUCED 1,641 -58 -3.4% 0.14% $271K $159.11
2022 Q4 REDUCED 1,699 -453 -21.1% 0.13% $251K $142.03
2022 Q3 REDUCED 2,152 -100 -4.4% 0.17% $290K $129.19
2022 Q2 REDUCED 2,252 -7 -0.3% 0.18% $312K $132.74
2022 Q1 ADDED 2,259 +12 +0.5% 0.20% $422K $177.90
2021 Q4 ADDED 2,247 +51 +2.3% 0.18% $368K $155.25
2021 Q3 ADDED 2,196 +516 +30.7% 0.20% $368K $158.58
2021 Q2 INITIATED 1,680 0.15% $278K $156.00
% of Fund (quarterly)    AXP price (monthly, adj. close)
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