Briggs Advisory Group, Inc.

SEC CIK: 0001906527
Latest filing: Oct 27, 2023

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Briggs Advisory Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overview All 13F holders of AXP Full Q3 2023 holdings

Shares (Q3 2023): 16,295
Value: $2.43M
% of portfolio: 1.4%
Quarters held: 4; Since Q4 2022

Holdings of AXP by Briggs Advisory Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	16,295	$2.43M	1.4%	−1,135−6.5%	Reduced	Holders
Q2 2023	17,430	$3.04M	1.7%	+10+0.1%	Added	Holders
Q1 2023	17,420	$2.87M	1.7%	00.0%	Unchanged	Holders
Q4 2022	17,420	$2.57M	1.6%	+17,420	New	Holders