Caldwell Trust Co's ownership history for AXP

Caldwell Trust Co currently holds 17.7K shares with a market value of $5.9M. It started holding AXP on 2019-12-31. At its peak, it held 18.8K shares on 2025-03-31. Its highest holding value was $5.9M on 2025-09-30. At its lowest, it held 9.4K shares on 2021-06-30, with a value of $1.3M on 2020-12-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 1.1K. In the recent year, Caldwell Trust Co has increased its shares by 404.