Ballast Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Express Company by Ballast Advisors

Quarter filed Position value Share count Share price at filing
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