Ownership history in WP Advisors, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which WP Advisors, LLC reported a position in American Express Company (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 | 16,492 | -422 | -2.5% | 1.52% | $6.1M | $369.13 |
| 2025 Q3 | ADDED | 16,914 | +46 | +0.3% | 1.43% | $5.6M | $330.59 |
| 2025 Q2 | ADDED | 16,868 | +296 | +1.8% | 1.48% | $5.4M | $316.67 |
| 2025 Q1 | ADDED | 16,572 | +169 | +1.0% | 1.48% | $4.5M | $266.22 |
As of 2025 Q4 — sorted by position size