AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025

Shares 9,598 Value ($000) $3,551 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 9,714 Value ($000) $3,227 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 9,788 Value ($000) $3,122 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 9,599 Value ($000) $2,583 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 9,331 Value ($000) $2,769 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 9,383 Value ($000) $2,545 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 9,401 Value ($000) $2,177 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 9,429 Value ($000) $2,147 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 9,475 Value ($000) $1,775 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 9,475 Value ($000) $1,414 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 9,705 Value ($000) $1,691 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 9,766 Value ($000) $1,611 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 9,847 Value ($000) $1,455 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 10,185 Value ($000) $1,374 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 10,191 Value ($000) $1,413 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 10,119 Value ($000) $1,892 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 10,162 Value ($000) $1,662 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 10,248 Value ($000) $1,717 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 10,248 Value ($000) $1,693 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 10,491 Value ($000) $1,484 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 10,913 Value ($000) $1,319 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 11,151 Value ($000) $1,118 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 11,330 Value ($000) $1,079 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 11,212 Value ($000) $960 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 11,677 Value ($000) $1,454 Avg Close $110.13 Range $102.35 - $116.42

Q3 2019

Shares 11,659 Value ($000) $1,379 Avg Close $112.57 Range $106.59 - $118.74

Q2 2019

Shares 12,460 Value ($000) $1,538 Avg Close $107.48 Range $100.14 - $115.68

Q1 2019

Shares 11,287 Value ($000) $1,236 Avg Close $95.83 Range $85.02 - $104.19

Q4 2018

Shares 12,498 Value ($000) $1,190 Avg Close $95.01 Range $80.88 - $104.04

Q3 2018

Shares 10,598 Value ($000) $1,146 Avg Close $94.11 Range $87.61 - $101.15

Q2 2018

Shares 11,621 Value ($000) $1,136 Avg Close $88.59 Range $80.82 - $93.10

Q1 2018

Shares 11,958 Value ($000) $1,184 Avg Close $87.01 Range $78.64 - $91.98

Q4 2017

Shares 10,651 Value ($000) $1,058 Avg Close $85.24 Range $80.35 - $89.99

Q3 2017

Shares 11,016 Value ($000) $1,000 Avg Close $76.64 Range $74.31 - $80.95

Q2 2017

Shares 10,823 Value ($000) $912 Avg Close $70.29 Range $67.08 - $75.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,598	$3,551	$356.97	$315.25 - $386.63
Q3 2025	9,714	$3,227	$316.55	$286.97 - $347.54
Q2 2025	9,788	$3,122	$279.37	$218.83 - $317.81
Q1 2025	9,599	$2,583	$292.46	$250.85 - $322.83
Q4 2024	9,331	$2,769	$283.58	$262.14 - $303.86
Q3 2024	9,383	$2,545	$245.13	$218.61 - $268.47
Q2 2024	9,401	$2,177	$227.31	$210.57 - $239.93
Q1 2024	9,429	$2,147	$202.90	$174.01 - $226.74
Q4 2023	9,475	$1,775	$156.99	$137.45 - $183.68
Q3 2023	9,475	$1,414	$158.88	$144.43 - $173.69
Q2 2023	9,705	$1,691	$156.19	$141.62 - $171.40
Q1 2023	9,766	$1,611	$160.00	$139.09 - $175.70
Q4 2022	9,847	$1,455	$142.37	$125.59 - $155.29
Q3 2022	10,185	$1,374	$144.95	$128.43 - $159.02
Q2 2022	10,191	$1,413	$157.56	$128.61 - $183.57
Q1 2022	10,119	$1,892	$171.78	$145.41 - $189.84
Q4 2021	10,162	$1,662	$161.79	$142.24 - $179.38
Q3 2021	10,248	$1,717	$158.27	$148.43 - $170.07
Q2 2021	10,248	$1,693	$147.87	$132.82 - $160.89
Q1 2021	10,491	$1,484	$124.36	$105.52 - $142.57
Q4 2020	10,913	$1,319	$103.86	$83.59 - $117.55
Q3 2020	11,151	$1,118	$91.89	$83.68 - $101.85
Q2 2020	11,330	$1,079	$85.61	$67.52 - $107.80
Q1 2020	11,212	$960	$107.60	$61.96 - $127.74
Q4 2019	11,677	$1,454	$110.13	$102.35 - $116.42
Q3 2019	11,659	$1,379	$112.57	$106.59 - $118.74
Q2 2019	12,460	$1,538	$107.48	$100.14 - $115.68
Q1 2019	11,287	$1,236	$95.83	$85.02 - $104.19
Q4 2018	12,498	$1,190	$95.01	$80.88 - $104.04
Q3 2018	10,598	$1,146	$94.11	$87.61 - $101.15
Q2 2018	11,621	$1,136	$88.59	$80.82 - $93.10
Q1 2018	11,958	$1,184	$87.01	$78.64 - $91.98
Q4 2017	10,651	$1,058	$85.24	$80.35 - $89.99
Q3 2017	11,016	$1,000	$76.64	$74.31 - $80.95
Q2 2017	10,823	$912	$70.29	$67.08 - $75.86