Cassaday & Co Wealth Management LLC's ownership history for AXP

Cassaday & Co Wealth Management LLC currently holds 1.7K shares with a market value of $516.0K. It started holding AXP on 2024-09-30. At its peak, it held 1.9K shares on 2025-12-31. Its highest holding value was $714.0K on 2025-12-31. At its lowest, it held 1.7K shares on 2026-03-31, with a value of $490.3K on 2025-03-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 163. In the recent year, Cassaday & Co Wealth Management LLC has decreased its shares by 116.