Octavia Wealth Advisors, LLC's ownership history for AXP

Octavia Wealth Advisors, LLC currently holds 696 shares with a market value of $210.5K. It started holding AXP on 2024-09-30. At its peak, it held 1.1K shares on 2025-09-30. Its highest holding value was $353.1K on 2025-09-30. At its lowest, it held 696 shares on 2026-03-31, with a value of $210.5K on 2026-03-31. In the recent 180 days, Octavia Wealth Advisors, LLC has decreased its shares by 367. In the recent year, Octavia Wealth Advisors, LLC has decreased its shares by 229.