LIBERTY WEALTH MANAGEMENT LLC's ownership history for AXP

LIBERTY WEALTH MANAGEMENT LLC currently holds 1.7K shares with a market value of $506.0K. 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 2026-03-31, with a value of $423.9K on 2025-03-31. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 81. In the recent year, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 70.9K.