KWB Wealth's ownership history for AXP

KWB Wealth currently holds 9.8K shares with a market value of $3.1M. It started holding AXP on 2024-09-30. At its peak, it held 10.0K shares on 2025-03-31. Its highest holding value was $3.1M on 2025-09-30. At its lowest, it held 8.6K shares on 2024-09-30, with a value of $2.0M on 2024-09-30. In the recent 180 days, KWB Wealth has decreased its shares by 191. In the recent year, KWB Wealth has increased its shares by 1.2K.