Pacific Capital Wealth Advisors, Inc.'s ownership history for AXP

Pacific Capital Wealth Advisors, Inc. currently holds 1.1K shares with a market value of $375.0K. It started holding AXP on 2024-09-30. At its peak, it held 1.4K shares on 2024-09-30. Its highest holding value was $395.3K on 2024-12-31. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $358.4K on 2025-03-31. In the recent 180 days, Pacific Capital Wealth Advisors, Inc. has decreased its shares by 203. In the recent year, Pacific Capital Wealth Advisors, Inc. has decreased its shares by 246.