AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 60,613 Value ($000) $22,424 Avg Close $356.97 Range $315.25 - $386.63
Q3 2025
Shares 55,354 Value ($000) $18,387 Avg Close $316.55 Range $286.97 - $347.54
Q2 2025
Shares 55,181 Value ($000) $17,602 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 52,033 Value ($000) $13,999 Avg Close $292.46 Range $250.85 - $322.83
Q4 2024
Shares 25,485 Value ($000) $7,564 Avg Close $283.58 Range $262.14 - $303.86
Q3 2024
Shares 21,562 Value ($000) $5,848 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 12,562 Value ($000) $2,909 Avg Close $227.31 Range $210.57 - $239.93
Q1 2024
Shares 12,122 Value ($000) $2,760 Avg Close $202.90 Range $174.01 - $226.74
Q4 2023
Shares 14,850 Value ($000) $2,782 Avg Close $156.99 Range $137.45 - $183.68
Q3 2023
Shares 10,697 Value ($000) $1,596 Avg Close $158.88 Range $144.43 - $173.69
Q2 2023
Shares 10,701 Value ($000) $1,864 Avg Close $156.19 Range $141.62 - $171.40
Q1 2023
Shares 11,368 Value ($000) $1,875 Avg Close $160.00 Range $139.09 - $175.70
Q4 2022
Shares 9,071 Value ($000) $1,340 Avg Close $142.37 Range $125.59 - $155.29
Q3 2022
Shares 5,506 Value ($000) $743 Avg Close $144.95 Range $128.43 - $159.02
Q2 2022
Shares 7,580 Value ($000) $1,051 Avg Close $157.56 Range $128.61 - $183.57
Q1 2022
Shares 8,519 Value ($000) $1,593 Avg Close $171.78 Range $145.41 - $189.84
Q4 2021
Shares 6,970 Value ($000) $1,140 Avg Close $161.79 Range $142.24 - $179.38
Q3 2021
Shares 2,800 Value ($000) $469 Avg Close $158.27 Range $148.43 - $170.07
Q2 2021
Shares 5,372 Value ($000) $888 Avg Close $147.87 Range $132.82 - $160.89
Q1 2021
Shares 4,996 Value ($000) $707 Avg Close $124.36 Range $105.52 - $142.57
Q4 2020
Shares 4,986 Value ($000) $603 Avg Close $103.86 Range $83.59 - $117.55
Q3 2020
Shares 4,758 Value ($000) $477 Avg Close $91.89 Range $83.68 - $101.85
Q2 2020
Shares 6,250 Value ($000) $595 Avg Close $85.61 Range $67.52 - $107.80
Q1 2020
Shares 4,701 Value ($000) $402 Avg Close $107.60 Range $61.96 - $127.74
Q4 2019
Shares 45,309 Value ($000) $5,641 Avg Close $110.13 Range $102.35 - $116.42
Q3 2019
Shares 44,609 Value ($000) $5,276 Avg Close $112.57 Range $106.59 - $118.74
Q2 2019
Shares 48,497 Value ($000) $5,987 Avg Close $107.48 Range $100.14 - $115.68
Q1 2019
Shares 48,981 Value ($000) $5,354 Avg Close $95.83 Range $85.02 - $104.19
Q4 2018
Shares 48,476 Value ($000) $4,621 Avg Close $95.01 Range $80.88 - $104.04
Q3 2018
Shares 26,714 Value ($000) $2,845 Avg Close $94.11 Range $87.61 - $101.15
Q2 2018
Shares 26,381 Value ($000) $2,585 Avg Close $88.59 Range $80.82 - $93.10
Q1 2018
Shares 4,797 Value ($000) $447 Avg Close $87.01 Range $78.64 - $91.98
Q4 2017
Shares 5,065 Value ($000) $503 Avg Close $85.24 Range $80.35 - $89.99
Q3 2017
Shares 3,695 Value ($000) $334 Avg Close $76.64 Range $74.31 - $80.95
Q2 2017
Shares 3,436 Value ($000) $289 Avg Close $70.29 Range $67.08 - $75.86
Q1 2017
Shares 3,537 Value ($000) $280 Avg Close $69.17 Range $65.85 - $72.55
Q4 2016
Shares 7,074 Value ($000) $524 Avg Close $60.98 Range $52.42 - $66.73
Q3 2016
Shares 7,447 Value ($000) $477 Avg Close $56.32 Range $51.06 - $58.48
Q2 2016
Shares 8,057 Value ($000) $490 Avg Close $55.25 Range $49.85 - $58.74