Monte Financial Group, LLC's ownership history for AXP

Monte Financial Group, LLC currently holds 5.9K shares with a market value of $2.2M. It started holding AXP on 2024-09-30. At its peak, it held 6.0K shares on 2025-09-30. Its highest holding value was $2.2M on 2025-12-31. At its lowest, it held 5.7K shares on 2025-03-31, with a value of $1.4M on 2025-03-31. In the recent 180 days, Monte Financial Group, LLC has increased its shares by 179. In the recent year, Monte Financial Group, LLC has increased its shares by 224.