AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 87,126 Value ($000) $32,232 Avg Close $356.97 Range $315.25 - $386.63
Q3 2025
Shares 85,620 Value ($000) $28,440 Avg Close $316.55 Range $286.97 - $347.54
Q2 2025
Shares 84,258 Value ($000) $26,877 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 81,269 Value ($000) $21,866 Avg Close $292.46 Range $250.85 - $322.83
Q4 2024
Shares 42,296 Value ($000) $12,553 Avg Close $283.58 Range $262.14 - $303.86
Q3 2024
Shares 39,380 Value ($000) $10,680 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 39,957 Value ($000) $9,252 Avg Close $227.31 Range $210.57 - $239.93
Q1 2024
Shares 32,826 Value ($000) $7,474 Avg Close $202.90 Range $174.01 - $226.74
Q4 2023
Shares 31,703 Value ($000) $5,939 Avg Close $156.99 Range $137.45 - $183.68
Q3 2023
Shares 25,543 Value ($000) $3,811 Avg Close $158.88 Range $144.43 - $173.69
Q2 2023
Shares 12,791 Value ($000) $2,228 Avg Close $156.19 Range $141.62 - $171.40
Q1 2023
Shares 2,280 Value ($000) $376 Avg Close $160.00 Range $139.09 - $175.70
Q4 2022
Shares 1,520 Value ($000) $225 Avg Close $142.37 Range $125.59 - $155.29
Q1 2022
Shares 1,224 Value ($000) $229 Avg Close $171.78 Range $145.41 - $189.84
Q4 2021
Shares 1,243 Value ($000) $238 Avg Close $161.79 Range $142.24 - $179.38
Q3 2021
Shares 1,542 Value ($000) $280 Avg Close $158.27 Range $148.43 - $170.07
Q3 2018
Shares 16,757 Value ($000) $1,784 Avg Close $94.11 Range $87.61 - $101.15
Q2 2018
Shares 16,513 Value ($000) $1,618 Avg Close $88.59 Range $80.82 - $93.10
Q1 2018
Shares 16,511 Value ($000) $1,540 Avg Close $87.01 Range $78.64 - $91.98
Q4 2017
Shares 20,417 Value ($000) $2,027 Avg Close $85.24 Range $80.35 - $89.99
Q3 2017
Shares 19,614 Value ($000) $1,774 Avg Close $76.64 Range $74.31 - $80.95
Q2 2017
Shares 20,217 Value ($000) $1,703 Avg Close $70.29 Range $67.08 - $75.86
Q1 2017
Shares 19,179 Value ($000) $1,517 Avg Close $69.17 Range $65.85 - $72.55
Q4 2016
Shares 2,779 Value ($000) $206 Avg Close $60.98 Range $52.42 - $66.73
Q3 2014
Shares 114 Value ($000) $10 Avg Close $76.50 Range $72.88 - $81.57
Q2 2014
Shares 114 Value ($000) $11 Avg Close $76.40 Range $71.18 - $81.40
Q1 2014
Shares 114 Value ($000) $10 Avg Close $75.50 Range $69.85 - $79.76
Q4 2013
Shares 567 Value ($000) $51 Avg Close $69.27 Range $60.78 - $76.56
Q3 2013
Shares 205 Value ($000) $15 Avg Close $63.24 Range $60.08 - $66.10