Ownership history in Tower Wealth Partners, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Tower Wealth Partners, 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 | REDUCED | 2,393 | -5 | -0.2% | 0.49% | $885K | $369.13 |
| 2025 Q3 | ADDED | 2,398 | +186 | +8.4% | 0.44% | $797K | $330.59 |
| 2025 Q2 | REDUCED | 2,212 | -10 | -0.5% | 0.42% | $706K | $316.67 |
| 2025 Q1 | ADDED | 2,222 | +344 | +18.3% | 0.32% | $598K | $266.22 |
| 2024 Q4 | ADDED | 1,878 | +337 | +21.9% | 0.29% | $557K | $292.98 |
| 2024 Q3 | INITIATED | 1,541 | — | — | 0.24% | $418K | $267.02 |
As of 2025 Q4 — sorted by position size