Peak Retirement Planning, Inc.'s ownership history for AXP

Peak Retirement Planning, Inc. currently holds 958 shares with a market value of $289.9K. It started holding AXP on 2025-06-30. At its peak, it held 958 shares on 2026-03-31. Its highest holding value was $327.0K on 2025-12-31. At its lowest, it held 724 shares on 2025-06-30, with a value of $231.0K on 2025-06-30. In the recent 180 days, Peak Retirement Planning, Inc. has increased its shares by 192.