LIBERTY WEALTH MANAGEMENT LLC's ownership history for AXP


LIBERTY WEALTH MANAGEMENT LLC currently holds 1.7K shares with a market value of $661.3K. It started holding AXP on 2024-09-30. At its peak, it held 72.6K shares on 2025-03-31. Its highest holding value was $661.3K on 2025-12-31. At its lowest, it held 1.7K shares on 2025-12-31, with a value of $423.9K on 2025-03-31. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 29. In the recent year, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 143.


LIBERTY WEALTH MANAGEMENT LLC's ownership history for AXP