AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025

Shares 14,285 Value ($000) $5,285 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 11,054 Value ($000) $3,672 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 11,261 Value ($000) $3,592 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 11,240 Value ($000) $3,024 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 11,275 Value ($000) $3,346 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 9,898 Value ($000) $2,684 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 5,470 Value ($000) $1,267 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 5,795 Value ($000) $1,320 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 6,352 Value ($000) $1,190 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 5,727 Value ($000) $854 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 5,073 Value ($000) $884 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 5,078 Value ($000) $838 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 6,846 Value ($000) $1,012 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 5,100 Value ($000) $688 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 3,992 Value ($000) $553 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 3,343 Value ($000) $625 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 6,934 Value ($000) $1,134 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 7,814 Value ($000) $1,309 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 2,577 Value ($000) $426 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 14,125 Value ($000) $1,998 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 8,666 Value ($000) $1,048 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 5,050 Value ($000) $506 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 3,875 Value ($000) $369 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 10,385 Value ($000) $889 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 2,165 Value ($000) $270 Avg Close $110.13 Range $102.35 - $116.42

Q4 2018

Shares 791 Value ($000) $75 Avg Close $95.01 Range $80.88 - $104.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,285	$5,285	$356.97	$315.25 - $386.63
Q3 2025	11,054	$3,672	$316.55	$286.97 - $347.54
Q2 2025	11,261	$3,592	$279.37	$218.83 - $317.81
Q1 2025	11,240	$3,024	$292.46	$250.85 - $322.83
Q4 2024	11,275	$3,346	$283.58	$262.14 - $303.86
Q3 2024	9,898	$2,684	$245.13	$218.61 - $268.47
Q2 2024	5,470	$1,267	$227.31	$210.57 - $239.93
Q1 2024	5,795	$1,320	$202.90	$174.01 - $226.74
Q4 2023	6,352	$1,190	$156.99	$137.45 - $183.68
Q3 2023	5,727	$854	$158.88	$144.43 - $173.69
Q2 2023	5,073	$884	$156.19	$141.62 - $171.40
Q1 2023	5,078	$838	$160.00	$139.09 - $175.70
Q4 2022	6,846	$1,012	$142.37	$125.59 - $155.29
Q3 2022	5,100	$688	$144.95	$128.43 - $159.02
Q2 2022	3,992	$553	$157.56	$128.61 - $183.57
Q1 2022	3,343	$625	$171.78	$145.41 - $189.84
Q4 2021	6,934	$1,134	$161.79	$142.24 - $179.38
Q3 2021	7,814	$1,309	$158.27	$148.43 - $170.07
Q2 2021	2,577	$426	$147.87	$132.82 - $160.89
Q1 2021	14,125	$1,998	$124.36	$105.52 - $142.57
Q4 2020	8,666	$1,048	$103.86	$83.59 - $117.55
Q3 2020	5,050	$506	$91.89	$83.68 - $101.85
Q2 2020	3,875	$369	$85.61	$67.52 - $107.80
Q1 2020	10,385	$889	$107.60	$61.96 - $127.74
Q4 2019	2,165	$270	$110.13	$102.35 - $116.42
Q4 2018	791	$75	$95.01	$80.88 - $104.04