Defined Financial Planning LLC's ownership history for AXP

Defined Financial Planning LLC currently holds 793 shares with a market value of $256.8K. It started holding AXP on 2025-03-31. At its peak, it held 921 shares on 2025-06-30. Its highest holding value was $286.1K on 2025-06-30. At its lowest, it held 793 shares on 2025-09-30, with a value of $215.8K on 2025-03-31. In the recent 180 days, Defined Financial Planning LLC has decreased its shares by 5.