American Express Company shares owned by Ballast Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in American Express Company
Tip: Access up to 7 years of quarterly data
All positions including American Express Company held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in American Express Company by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $641k | 2.4k | 271.20 |
| 2024-06-30 | $578k | 2.5k | 231.55 |
| 2024-03-31 | $542k | 2.4k | 227.69 |
| 2023-12-31 | $470k | 2.5k | 187.34 |
| 2023-09-30 | $381k | 2.6k | 149.19 |
| 2023-06-30 | $451k | 2.6k | 174.20 |
| 2023-03-31 | $427k | 2.6k | 164.95 |
| 2022-12-31 | $387k | 2.6k | 147.75 |
| 2022-09-30 | $354k | 2.6k | 135.06 |
| 2022-06-30 | $364k | 2.6k | 138.67 |
| 2022-03-31 | $490k | 2.6k | 186.95 |
| 2021-12-31 | $429k | 2.6k | 163.68 |
| 2021-09-30 | $439k | 2.6k | 167.49 |
| 2021-06-30 | $433k | 2.6k | 165.08 |
| 2021-03-31 | $371k | 2.6k | 141.44 |
| 2020-12-31 | $317k | 2.6k | 120.85 |
| 2020-09-30 | $242k | 2.4k | 100.29 |
| 2020-06-30 | $216k | 2.3k | 95.32 |
| 2020-03-31 | $138k | 1.6k | 85.82 |
| 2019-12-31 | $201k | 1.6k | 124.69 |