Modera Wealth Management, LLC's ownership history for AXP

Modera Wealth Management, LLC currently holds 18.6K shares with a market value of $5.6M. It started holding AXP on 2024-09-30. At its peak, it held 19.7K shares on 2025-06-30. Its highest holding value was $6.9M on 2025-12-31. At its lowest, it held 18.6K shares on 2026-03-31, with a value of $5.2M on 2025-03-31. In the recent 180 days, Modera Wealth Management, LLC has decreased its shares by 680. In the recent year, Modera Wealth Management, LLC has decreased its shares by 846.