BWP
Balboa Wealth Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
7,323
+810
| +12% | +$258K | 0.47% | 45 |
|
|
2025
Q1 | $1.75M | Buy |
6,513
+820
| +14% | +$221K | 0.42% | 45 |
|
|
2024
Q4 | $1.69M | Buy |
5,693
+2,836
| +99% | +$842K | 0.39% | 51 |
|
|
2024
Q3 | $775K | Buy |
2,857
+253
| +10% | +$68.6K | 0.19% | 97 |
|
|
2024
Q2 | $603K | Buy |
+2,604
| New | +$603K | 0.16% | 113 |
|
|
2023
Q2 | – | Sell |
-1,986
| Closed | -$328K | – | 303 |
|
|
2023
Q1 | $328K | Buy |
1,986
+555
| +39% | +$91.5K | 0.12% | 149 |
|
|
2022
Q4 | $212K | Buy |
+1,431
| New | +$212K | 0.1% | 204 |
|