Whelan Financial's ownership history for AXP

Whelan Financial currently holds 4.5K shares with a market value of $1.3M. It started holding AXP on 2024-12-31. At its peak, it held 4.5K shares on 2026-03-31. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 942 shares on 2024-12-31, with a value of $279.6K on 2024-12-31. In the recent 180 days, Whelan Financial has increased its shares by 715. In the recent year, Whelan Financial has increased its shares by 1.6K.