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American Balanced shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of American Balanced (ABALX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in American Balanced

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All positions including American Balanced held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Balanced by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $38k 1.1k 36.12
2024-06-30 $49k 1.4k 34.03
2024-03-31 $48k 1.4k 33.24
2023-12-31 $46k 1.4k 31.88
2023-09-30 $42k 1.4k 29.15
2023-06-30 $43k 1.4k 29.86
2023-03-31 $70k 2.4k 29.25
2022-12-31 $68k 2.4k 28.42
2022-09-30 $63k 2.4k 26.39

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Procter & Gamble Common Stock (PG)
The Coca-cola Common Stock (KO)
Mcdonalds Corp Common Stock (MCD)
Ingredion Common Stock (INGR)
Southern Common Stock (SO)
Pepsico Common Stock (PEP)

View all positions for Coston, McIsaac & Partners

Top funds holding American Balanced

Ethos Financial Group
Arvest Trust Co N A
Tower Bridge Advisors
Financial Gravity Wealth
Tucker Asset Management
Coston, McIsaac & Partners
Eagle Bay Advisors

View all funds holding American Balanced