A detailed history of Balboa Wealth Partners transactions in American Express CO stock. As of the latest transaction made, Balboa Wealth Partners holds 2,857 shares of AXP stock, worth $819,587. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,857
Previous 2,604 9.72%
Holding current value
$819,587
Previous $602,000 28.57%
% of portfolio
0.2%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$225.92 - $271.17 $57,157 - $68,606
253 Added 9.72%
2,857 $774,000
Q2 2024

Aug 13, 2024

BUY
$217.5 - $243.08 $566,370 - $632,980
2,604 New
2,604 $602,000
Q1 2023

May 11, 2023

BUY
$146.42 - $181.33 $81,263 - $100,638
555 Added 38.78%
1,986 $327,000
Q4 2022

Feb 14, 2023

BUY
$136.81 - $157.67 $195,775 - $225,625
1,431 New
1,431 $211,000

Others Institutions Holding AXP

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $214B
  • Description
  • American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financi...
More about AXP
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