AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 18,680 Value ($000) $6,911 Avg Close $356.97 Range $315.25 - $386.63
Q3 2025
Shares 19,278 Value ($000) $6,403 Avg Close $316.55 Range $286.97 - $347.54
Q2 2025
Shares 19,691 Value ($000) $6,281 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 19,444 Value ($000) $5,231 Avg Close $292.46 Range $250.85 - $322.83
Q4 2024
Shares 19,533 Value ($000) $5,797 Avg Close $283.58 Range $262.14 - $303.86
Q3 2024
Shares 19,325 Value ($000) $5,241 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 19,318 Value ($000) $4,473 Avg Close $227.31 Range $210.57 - $239.93
Q1 2024
Shares 19,399 Value ($000) $4,417 Avg Close $202.90 Range $174.01 - $226.74
Q4 2023
Shares 19,082 Value ($000) $3,575 Avg Close $156.99 Range $137.45 - $183.68
Q3 2023
Shares 19,175 Value ($000) $2,861 Avg Close $158.88 Range $144.43 - $173.69
Q2 2023
Shares 19,466 Value ($000) $3,391 Avg Close $156.19 Range $141.62 - $171.40
Q1 2023
Shares 15,609 Value ($000) $2,575 Avg Close $160.00 Range $139.09 - $175.70
Q4 2022
Shares 15,781 Value ($000) $2,332 Avg Close $142.37 Range $125.59 - $155.29
Q3 2022
Shares 14,200 Value ($000) $1,916 Avg Close $144.95 Range $128.43 - $159.02
Q2 2022
Shares 16,667 Value ($000) $2,310 Avg Close $157.56 Range $128.61 - $183.57
Q1 2022
Shares 16,691 Value ($000) $3,121 Avg Close $171.78 Range $145.41 - $189.84
Q4 2021
Shares 22,524 Value ($000) $3,685 Avg Close $161.79 Range $142.24 - $179.38
Q3 2021
Shares 13,963 Value ($000) $2,339 Avg Close $158.27 Range $148.43 - $170.07
Q2 2021
Shares 14,029 Value ($000) $2,318 Avg Close $147.87 Range $132.82 - $160.89
Q1 2021
Shares 13,663 Value ($000) $1,932 Avg Close $124.36 Range $105.52 - $142.57
Q4 2020
Shares 14,033 Value ($000) $1,696 Avg Close $103.86 Range $83.59 - $117.55
Q3 2020
Shares 13,400 Value ($000) $1,343 Avg Close $91.89 Range $83.68 - $101.85
Q2 2020
Shares 13,444 Value ($000) $1,280 Avg Close $85.61 Range $67.52 - $107.80
Q1 2020
Shares 13,591 Value ($000) $1,164 Avg Close $107.60 Range $61.96 - $127.74
Q4 2019
Shares 12,770 Value ($000) $1,590 Avg Close $110.13 Range $102.35 - $116.42
Q3 2019
Shares 12,770 Value ($000) $1,510 Avg Close $112.57 Range $106.59 - $118.74
Q2 2019
Shares 12,805 Value ($000) $1,581 Avg Close $107.48 Range $100.14 - $115.68
Q1 2019
Shares 12,805 Value ($000) $1,400 Avg Close $95.83 Range $85.02 - $104.19
Q4 2018
Shares 12,977 Value ($000) $1,237 Avg Close $95.01 Range $80.88 - $104.04
Q3 2018
Shares 12,977 Value ($000) $1,382 Avg Close $94.11 Range $87.61 - $101.15
Q2 2018
Shares 12,877 Value ($000) $1,262 Avg Close $88.59 Range $80.82 - $93.10
Q1 2018
Shares 12,877 Value ($000) $1,201 Avg Close $87.01 Range $78.64 - $91.98
Q4 2017
Shares 12,873 Value ($000) $1,278 Avg Close $85.24 Range $80.35 - $89.99
Q3 2017
Shares 12,873 Value ($000) $1,164 Avg Close $76.64 Range $74.31 - $80.95
Q2 2017
Shares 12,873 Value ($000) $1,084 Avg Close $70.29 Range $67.08 - $75.86
Q1 2017
Shares 12,873 Value ($000) $1,018 Avg Close $69.17 Range $65.85 - $72.55
Q4 2016
Shares 2,873 Value ($000) $213 Avg Close $60.98 Range $52.42 - $66.73