Smallwood Wealth Investment Management, LLC's ownership history for AXP

Smallwood Wealth Investment Management, LLC currently holds 535 shares with a market value of $161.8K. It started holding AXP on 2024-12-31. At its peak, it held 718 shares on 2025-06-30. Its highest holding value was $264.5K on 2025-12-31. At its lowest, it held 535 shares on 2026-03-31, with a value of $161.8K on 2026-03-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 180. In the recent year, Smallwood Wealth Investment Management, LLC has decreased its shares by 180.