AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Essex Financial Services, Inc.'s Holding History (CIK: 0001315785)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 4,339 Value ($000) $1,605 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 3,960 Value ($000) $1,315 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 4,361 Value ($000) $1,391 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 4,036 Value ($000) $1,086 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 4,028 Value ($000) $1,195 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 3,904 Value ($000) $1,063 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 4,828 Value ($000) $1,128 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 4,169 Value ($000) $949 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 3,920 Value ($000) $735 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 3,816 Value ($000) $569 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 3,788 Value ($000) $660 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 7,803 Value ($000) $1,287 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 7,475 Value ($000) $1 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 7,313 Value ($000) $987 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 7,795 Value ($000) $1,081 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 7,174 Value ($000) $1,342 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 10,104 Value ($000) $1,653 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 10,062 Value ($000) $1,686 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 3,563 Value ($000) $504 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 3,563 Value ($000) $504 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 3,463 Value ($000) $419 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 3,489 Value ($000) $349 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 3,165 Value ($000) $301 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 3,188 Value ($000) $273 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 5,258 Value ($000) $655 Avg Close $110.13 Range $102.35 - $116.42

Q3 2019

Shares 5,360 Value ($000) $634 Avg Close $112.57 Range $106.59 - $118.74

Q2 2019

Shares 5,339 Value ($000) $659 Avg Close $107.48 Range $100.14 - $115.68

Q1 2019

Shares 6,503 Value ($000) $711 Avg Close $95.83 Range $85.02 - $104.19

Q4 2018

Shares 6,984 Value ($000) $666 Avg Close $95.01 Range $80.88 - $104.04

Q3 2018

Shares 8,596 Value ($000) $915 Avg Close $94.11 Range $87.61 - $101.15

Q2 2018

Shares 8,220 Value ($000) $806 Avg Close $88.59 Range $80.82 - $93.10

Q1 2018

Shares 8,848 Value ($000) $825 Avg Close $87.01 Range $78.64 - $91.98

Q4 2017

Shares 8,270 Value ($000) $821 Avg Close $85.24 Range $80.35 - $89.99

Q3 2017

Shares 9,180 Value ($000) $830 Avg Close $76.64 Range $74.31 - $80.95

Q2 2017

Shares 9,335 Value ($000) $786 Avg Close $70.29 Range $67.08 - $75.86

Q1 2017

Shares 6,313 Value ($000) $499 Avg Close $69.17 Range $65.85 - $72.55

Q4 2016

Shares 7,603 Value ($000) $563 Avg Close $60.98 Range $52.42 - $66.73

Q3 2016

Shares 7,624 Value ($000) $488 Avg Close $56.32 Range $51.06 - $58.48

Q2 2016

Shares 8,775 Value ($000) $533 Avg Close $55.25 Range $49.85 - $58.74

Q1 2016

Shares 8,617 Value ($000) $529 Avg Close $50.49 Range $43.64 - $58.92

Q4 2015

Shares 10,372 Value ($000) $721 Avg Close $62.87 Range $58.40 - $67.28

Q3 2015

Shares 11,844 Value ($000) $878 Avg Close $66.24 Range $61.74 - $70.31

Q2 2015

Shares 12,812 Value ($000) $996 Avg Close $68.05 Range $65.64 - $70.27

Q1 2015

Shares 14,284 Value ($000) $1,116 Avg Close $71.02 Range $65.93 - $80.07

Q4 2014

Shares 15,607 Value ($000) $1,452 Avg Close $76.41 Range $66.84 - $80.88

Q3 2014

Shares 14,303 Value ($000) $1,252 Avg Close $76.50 Range $72.88 - $81.57

Q2 2014

Shares 14,202 Value ($000) $1,347 Avg Close $76.40 Range $71.18 - $81.40

Q1 2014

Shares 14,227 Value ($000) $1,281 Avg Close $75.50 Range $69.85 - $79.76

Q4 2013

Shares 13,786 Value ($000) $1,251 Avg Close $69.27 Range $60.78 - $76.56

Q3 2013

Shares 15,248 Value ($000) $1,152 Avg Close $63.24 Range $60.08 - $66.10

Q2 2013

Shares 15,420 Value ($000) $1,153 Avg Close $59.62 Range $53.16 - $65.88

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,339	$1,605	$356.97	$315.25 - $386.63
Q3 2025	3,960	$1,315	$316.55	$286.97 - $347.54
Q2 2025	4,361	$1,391	$279.37	$218.83 - $317.81
Q1 2025	4,036	$1,086	$292.46	$250.85 - $322.83
Q4 2024	4,028	$1,195	$283.58	$262.14 - $303.86
Q3 2024	3,904	$1,063	$245.13	$218.61 - $268.47
Q2 2024	4,828	$1,128	$227.31	$210.57 - $239.93
Q1 2024	4,169	$949	$202.90	$174.01 - $226.74
Q4 2023	3,920	$735	$156.99	$137.45 - $183.68
Q3 2023	3,816	$569	$158.88	$144.43 - $173.69
Q2 2023	3,788	$660	$156.19	$141.62 - $171.40
Q1 2023	7,803	$1,287	$160.00	$139.09 - $175.70
Q4 2022	7,475	$1	$142.37	$125.59 - $155.29
Q3 2022	7,313	$987	$144.95	$128.43 - $159.02
Q2 2022	7,795	$1,081	$157.56	$128.61 - $183.57
Q1 2022	7,174	$1,342	$171.78	$145.41 - $189.84
Q4 2021	10,104	$1,653	$161.79	$142.24 - $179.38
Q3 2021	10,062	$1,686	$158.27	$148.43 - $170.07
Q2 2021	3,563	$504	$147.87	$132.82 - $160.89
Q1 2021	3,563	$504	$124.36	$105.52 - $142.57
Q4 2020	3,463	$419	$103.86	$83.59 - $117.55
Q3 2020	3,489	$349	$91.89	$83.68 - $101.85
Q2 2020	3,165	$301	$85.61	$67.52 - $107.80
Q1 2020	3,188	$273	$107.60	$61.96 - $127.74
Q4 2019	5,258	$655	$110.13	$102.35 - $116.42
Q3 2019	5,360	$634	$112.57	$106.59 - $118.74
Q2 2019	5,339	$659	$107.48	$100.14 - $115.68
Q1 2019	6,503	$711	$95.83	$85.02 - $104.19
Q4 2018	6,984	$666	$95.01	$80.88 - $104.04
Q3 2018	8,596	$915	$94.11	$87.61 - $101.15
Q2 2018	8,220	$806	$88.59	$80.82 - $93.10
Q1 2018	8,848	$825	$87.01	$78.64 - $91.98
Q4 2017	8,270	$821	$85.24	$80.35 - $89.99
Q3 2017	9,180	$830	$76.64	$74.31 - $80.95
Q2 2017	9,335	$786	$70.29	$67.08 - $75.86
Q1 2017	6,313	$499	$69.17	$65.85 - $72.55
Q4 2016	7,603	$563	$60.98	$52.42 - $66.73
Q3 2016	7,624	$488	$56.32	$51.06 - $58.48
Q2 2016	8,775	$533	$55.25	$49.85 - $58.74
Q1 2016	8,617	$529	$50.49	$43.64 - $58.92
Q4 2015	10,372	$721	$62.87	$58.40 - $67.28
Q3 2015	11,844	$878	$66.24	$61.74 - $70.31
Q2 2015	12,812	$996	$68.05	$65.64 - $70.27
Q1 2015	14,284	$1,116	$71.02	$65.93 - $80.07
Q4 2014	15,607	$1,452	$76.41	$66.84 - $80.88
Q3 2014	14,303	$1,252	$76.50	$72.88 - $81.57
Q2 2014	14,202	$1,347	$76.40	$71.18 - $81.40
Q1 2014	14,227	$1,281	$75.50	$69.85 - $79.76
Q4 2013	13,786	$1,251	$69.27	$60.78 - $76.56
Q3 2013	15,248	$1,152	$63.24	$60.08 - $66.10
Q2 2013	15,420	$1,153	$59.62	$53.16 - $65.88