American Express Company shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in American Express Company
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Quarterly reported holdings in American Express Company by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 7.0k | 332.15 |
| 2025-06-30 | $2.3M | 7.3k | 318.97 |
| 2025-03-31 | $1.8M | 6.5k | 269.03 |
| 2024-12-31 | $1.7M | 5.7k | 296.81 |
| 2024-09-30 | $775k | 2.9k | 271.23 |
| 2024-06-30 | $603k | 2.6k | 231.56 |
| 2023-03-31 | $328k | 2.0k | 164.93 |
| 2022-12-31 | $212k | 1.4k | 147.80 |