AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025

Shares 15,237 Value ($000) $5,637 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 15,109 Value ($000) $5,019 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 15,067 Value ($000) $4,806 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 15,074 Value ($000) $4,056 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 10,666 Value ($000) $3,166 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 10,924 Value ($000) $2,963 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 15,328 Value ($000) $3,549 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 10,972 Value ($000) $2,498 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 11,308 Value ($000) $2,119 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 11,995 Value ($000) $1,790 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 11,660 Value ($000) $2,031 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 9,916 Value ($000) $1,636 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 9,884 Value ($000) $1,460 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 10,899 Value ($000) $1,471 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 11,156 Value ($000) $1,546 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 11,606 Value ($000) $2,170 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 12,221 Value ($000) $1,999 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 13,221 Value ($000) $2,215 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 13,089 Value ($000) $2,163 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 14,383 Value ($000) $2,034 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 19,105 Value ($000) $2,310 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 23,066 Value ($000) $2,312 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 23,455 Value ($000) $2,233 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 26,069 Value ($000) $2,232 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 26,928 Value ($000) $3,352 Avg Close $110.13 Range $102.35 - $116.42

Q3 2019

Shares 26,826 Value ($000) $3,173 Avg Close $112.57 Range $106.59 - $118.74

Q2 2019

Shares 26,977 Value ($000) $3,330 Avg Close $107.48 Range $100.14 - $115.68

Q1 2019

Shares 28,054 Value ($000) $3,066 Avg Close $95.83 Range $85.02 - $104.19

Q4 2018

Shares 27,018 Value ($000) $2,575 Avg Close $95.01 Range $80.88 - $104.04

Q3 2018

Shares 26,599 Value ($000) $2,832 Avg Close $94.11 Range $87.61 - $101.15

Q2 2018

Shares 26,142 Value ($000) $2,562 Avg Close $88.59 Range $80.82 - $93.10

Q1 2018

Shares 23,182 Value ($000) $2,162 Avg Close $87.01 Range $78.64 - $91.98

Q4 2017

Shares 22,569 Value ($000) $2,241 Avg Close $85.24 Range $80.35 - $89.99

Q3 2017

Shares 22,617 Value ($000) $2,046 Avg Close $76.64 Range $74.31 - $80.95

Q2 2017

Shares 22,770 Value ($000) $1,918 Avg Close $70.29 Range $67.08 - $75.86

Q1 2017

Shares 21,113 Value ($000) $1,670 Avg Close $69.17 Range $65.85 - $72.55

Q4 2016

Shares 21,117 Value ($000) $1,564 Avg Close $60.98 Range $52.42 - $66.73

Q3 2016

Shares 20,706 Value ($000) $1,326 Avg Close $56.32 Range $51.06 - $58.48

Q2 2016

Shares 18,469 Value ($000) $1,122 Avg Close $55.25 Range $49.85 - $58.74

Q1 2016

Shares 17,879 Value ($000) $1,098 Avg Close $50.49 Range $43.64 - $58.92

Q4 2015

Shares 14,950 Value ($000) $1,040 Avg Close $62.87 Range $58.40 - $67.28

Q3 2015

Shares 14,916 Value ($000) $1,106 Avg Close $66.24 Range $61.74 - $70.31

Q2 2015

Shares 15,806 Value ($000) $1,228 Avg Close $68.05 Range $65.64 - $70.27

Q1 2015

Shares 15,592 Value ($000) $1,218 Avg Close $71.02 Range $65.93 - $80.07

Q4 2014

Shares 14,376 Value ($000) $1,338 Avg Close $76.41 Range $66.84 - $80.88

Q3 2014

Shares 13,821 Value ($000) $1,210 Avg Close $76.50 Range $72.88 - $81.57

Q2 2014

Shares 13,785 Value ($000) $1,308 Avg Close $76.40 Range $71.18 - $81.40

Q1 2014

Shares 13,601 Value ($000) $1,228 Avg Close $75.50 Range $69.85 - $79.76

Q4 2013

Shares 12,353 Value ($000) $1,121 Avg Close $69.27 Range $60.78 - $76.56

Q3 2013

Shares 6,265 Value ($000) $473 Avg Close $63.24 Range $60.08 - $66.10

Q2 2013

Shares 2,726 Value ($000) $204 Avg Close $59.62 Range $53.16 - $65.88

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	15,237	$5,637	$356.97	$315.25 - $386.63
Q3 2025	15,109	$5,019	$316.55	$286.97 - $347.54
Q2 2025	15,067	$4,806	$279.37	$218.83 - $317.81
Q1 2025	15,074	$4,056	$292.46	$250.85 - $322.83
Q4 2024	10,666	$3,166	$283.58	$262.14 - $303.86
Q3 2024	10,924	$2,963	$245.13	$218.61 - $268.47
Q2 2024	15,328	$3,549	$227.31	$210.57 - $239.93
Q1 2024	10,972	$2,498	$202.90	$174.01 - $226.74
Q4 2023	11,308	$2,119	$156.99	$137.45 - $183.68
Q3 2023	11,995	$1,790	$158.88	$144.43 - $173.69
Q2 2023	11,660	$2,031	$156.19	$141.62 - $171.40
Q1 2023	9,916	$1,636	$160.00	$139.09 - $175.70
Q4 2022	9,884	$1,460	$142.37	$125.59 - $155.29
Q3 2022	10,899	$1,471	$144.95	$128.43 - $159.02
Q2 2022	11,156	$1,546	$157.56	$128.61 - $183.57
Q1 2022	11,606	$2,170	$171.78	$145.41 - $189.84
Q4 2021	12,221	$1,999	$161.79	$142.24 - $179.38
Q3 2021	13,221	$2,215	$158.27	$148.43 - $170.07
Q2 2021	13,089	$2,163	$147.87	$132.82 - $160.89
Q1 2021	14,383	$2,034	$124.36	$105.52 - $142.57
Q4 2020	19,105	$2,310	$103.86	$83.59 - $117.55
Q3 2020	23,066	$2,312	$91.89	$83.68 - $101.85
Q2 2020	23,455	$2,233	$85.61	$67.52 - $107.80
Q1 2020	26,069	$2,232	$107.60	$61.96 - $127.74
Q4 2019	26,928	$3,352	$110.13	$102.35 - $116.42
Q3 2019	26,826	$3,173	$112.57	$106.59 - $118.74
Q2 2019	26,977	$3,330	$107.48	$100.14 - $115.68
Q1 2019	28,054	$3,066	$95.83	$85.02 - $104.19
Q4 2018	27,018	$2,575	$95.01	$80.88 - $104.04
Q3 2018	26,599	$2,832	$94.11	$87.61 - $101.15
Q2 2018	26,142	$2,562	$88.59	$80.82 - $93.10
Q1 2018	23,182	$2,162	$87.01	$78.64 - $91.98
Q4 2017	22,569	$2,241	$85.24	$80.35 - $89.99
Q3 2017	22,617	$2,046	$76.64	$74.31 - $80.95
Q2 2017	22,770	$1,918	$70.29	$67.08 - $75.86
Q1 2017	21,113	$1,670	$69.17	$65.85 - $72.55
Q4 2016	21,117	$1,564	$60.98	$52.42 - $66.73
Q3 2016	20,706	$1,326	$56.32	$51.06 - $58.48
Q2 2016	18,469	$1,122	$55.25	$49.85 - $58.74
Q1 2016	17,879	$1,098	$50.49	$43.64 - $58.92
Q4 2015	14,950	$1,040	$62.87	$58.40 - $67.28
Q3 2015	14,916	$1,106	$66.24	$61.74 - $70.31
Q2 2015	15,806	$1,228	$68.05	$65.64 - $70.27
Q1 2015	15,592	$1,218	$71.02	$65.93 - $80.07
Q4 2014	14,376	$1,338	$76.41	$66.84 - $80.88
Q3 2014	13,821	$1,210	$76.50	$72.88 - $81.57
Q2 2014	13,785	$1,308	$76.40	$71.18 - $81.40
Q1 2014	13,601	$1,228	$75.50	$69.85 - $79.76
Q4 2013	12,353	$1,121	$69.27	$60.78 - $76.56
Q3 2013	6,265	$473	$63.24	$60.08 - $66.10
Q2 2013	2,726	$204	$59.62	$53.16 - $65.88