Roberts Wealth Advisors, LLC
- SEC CIK
- 0001885319
- Latest filing
- Jul 29, 2026
AXP holding history
American Express Co in every 13F filed by Roberts Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AXP overviewAll 13F holders of AXPFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −900−100.0% | Sold out | Holders |
| Q4 2024 | 900 | $281.1K | 0.1% | +900 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −950−100.0% | Sold out | Holders |
| Q1 2024 | 950 | $207.5K | 0.1% | +950 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −1,450−100.0% | Sold out | Holders |
| Q3 2023 | 1,450 | $221.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,450 | $252.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,450 | $235.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,450 | $213.3K | 0.1% | +1,450 | New | Holders |