Balboa Wealth Partners's ownership history for AXP

Balboa Wealth Partners currently holds 7.2K shares with a market value of $2.7M. It started holding AXP on 2024-09-30. At its peak, it held 7.3K shares on 2025-06-30. Its highest holding value was $2.7M on 2025-12-31. At its lowest, it held 2.9K shares on 2024-09-30, with a value of $774.9K on 2024-09-30. In the recent 180 days, Balboa Wealth Partners has decreased its shares by 117. In the recent year, Balboa Wealth Partners has increased its shares by 1.5K.