AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 28,570 Value ($000) $10,570 Avg Close $356.97 Range $315.25 - $386.63
Q2 2025
Shares 29,732 Value ($000) $9,484 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 28,395 Value ($000) $7,640 Avg Close $292.46 Range $250.85 - $322.83
Q4 2024
Shares 26,641 Value ($000) $7,907 Avg Close $283.58 Range $262.14 - $303.86
Q3 2024
Shares 21,388 Value ($000) $5,801 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 21,682 Value ($000) $5,020 Avg Close $227.31 Range $210.57 - $239.93
Q1 2024
Shares 21,863 Value ($000) $4,978 Avg Close $202.90 Range $174.01 - $226.74
Q4 2023
Shares 21,605 Value ($000) $4,047 Avg Close $156.99 Range $137.45 - $183.68
Q3 2023
Shares 19,905 Value ($000) $2,970 Avg Close $158.88 Range $144.43 - $173.69
Q2 2023
Shares 18,215 Value ($000) $3,408 Avg Close $156.19 Range $141.62 - $171.40
Q1 2023
Shares 2,300,000 Value ($000) $0 Avg Close $160.00 Range $139.09 - $175.70
Q4 2022
Shares 16,622 Value ($000) $2,456 Avg Close $142.37 Range $125.59 - $155.29
Q3 2022
Shares 17,737 Value ($000) $2,393 Avg Close $144.95 Range $128.43 - $159.02
Q2 2022
Shares 17,117 Value ($000) $2,373 Avg Close $157.56 Range $128.61 - $183.57
Q1 2022
Shares 17,409 Value ($000) $3,255 Avg Close $171.78 Range $145.41 - $189.84
Q4 2021
Shares 18,003 Value ($000) $2,945 Avg Close $161.79 Range $142.24 - $179.38
Q3 2021
Shares 18,597 Value ($000) $3,115 Avg Close $158.27 Range $148.43 - $170.07
Q2 2021
Shares 17,862 Value ($000) $2,951 Avg Close $147.87 Range $132.82 - $160.89
Q3 2020
Shares 21,876 Value ($000) $2,193 Avg Close $91.89 Range $83.68 - $101.85
Q2 2020
Shares 24,771 Value ($000) $2,358 Avg Close $85.61 Range $67.52 - $107.80
Q1 2020
Shares 38,182 Value ($000) $3,269 Avg Close $107.60 Range $61.96 - $127.74
Q4 2019
Shares 45,655 Value ($000) $5,684 Avg Close $110.13 Range $102.35 - $116.42
Q3 2019
Shares 46,549 Value ($000) $5,506 Avg Close $112.57 Range $106.59 - $118.74
Q1 2019
Shares 4,520 Value ($000) $494 Avg Close $95.83 Range $85.02 - $104.19
Q4 2018
Shares 4,186 Value ($000) $399 Avg Close $95.01 Range $80.88 - $104.04
Q3 2018
Shares 3,688 Value ($000) $393 Avg Close $94.11 Range $87.61 - $101.15
Q2 2018
Shares 3,766 Value ($000) $369 Avg Close $88.59 Range $80.82 - $93.10
Q1 2018
Shares 3,652 Value ($000) $341 Avg Close $87.01 Range $78.64 - $91.98
Q4 2017
Shares 3,563 Value ($000) $354 Avg Close $85.24 Range $80.35 - $89.99
Q3 2017
Shares 3,440 Value ($000) $311 Avg Close $76.64 Range $74.31 - $80.95
Q2 2017
Shares 3,578 Value ($000) $301 Avg Close $70.29 Range $67.08 - $75.86