AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025

Shares 8,850 Value ($000) $3,274 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 9,302 Value ($000) $3,090 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 9,968 Value ($000) $3,180 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 11,060 Value ($000) $2,976 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 11,355 Value ($000) $3,370 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 10,836 Value ($000) $2,939 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 12,349 Value ($000) $2,859 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 11,736 Value ($000) $2,672 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 12,301 Value ($000) $2,305 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 15,960 Value ($000) $2,381 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 12,252 Value ($000) $2,134 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 12,932 Value ($000) $2,133 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 12,157 Value ($000) $1,801 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 7,343 Value ($000) $991 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 6,068 Value ($000) $841 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 7,923 Value ($000) $1,482 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 7,945 Value ($000) $1,300 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 5,108 Value ($000) $856 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 5,240 Value ($000) $866 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 5,163 Value ($000) $730 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 4,710 Value ($000) $569 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 3,436 Value ($000) $0 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 3,234 Value ($000) $308 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 2,638 Value ($000) $226 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 2,442 Value ($000) $304 Avg Close $110.13 Range $102.35 - $116.42

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,850	$3,274	$356.97	$315.25 - $386.63
Q3 2025	9,302	$3,090	$316.55	$286.97 - $347.54
Q2 2025	9,968	$3,180	$279.37	$218.83 - $317.81
Q1 2025	11,060	$2,976	$292.46	$250.85 - $322.83
Q4 2024	11,355	$3,370	$283.58	$262.14 - $303.86
Q3 2024	10,836	$2,939	$245.13	$218.61 - $268.47
Q2 2024	12,349	$2,859	$227.31	$210.57 - $239.93
Q1 2024	11,736	$2,672	$202.90	$174.01 - $226.74
Q4 2023	12,301	$2,305	$156.99	$137.45 - $183.68
Q3 2023	15,960	$2,381	$158.88	$144.43 - $173.69
Q2 2023	12,252	$2,134	$156.19	$141.62 - $171.40
Q1 2023	12,932	$2,133	$160.00	$139.09 - $175.70
Q4 2022	12,157	$1,801	$142.37	$125.59 - $155.29
Q3 2022	7,343	$991	$144.95	$128.43 - $159.02
Q2 2022	6,068	$841	$157.56	$128.61 - $183.57
Q1 2022	7,923	$1,482	$171.78	$145.41 - $189.84
Q4 2021	7,945	$1,300	$161.79	$142.24 - $179.38
Q3 2021	5,108	$856	$158.27	$148.43 - $170.07
Q2 2021	5,240	$866	$147.87	$132.82 - $160.89
Q1 2021	5,163	$730	$124.36	$105.52 - $142.57
Q4 2020	4,710	$569	$103.86	$83.59 - $117.55
Q3 2020	3,436	$0	$91.89	$83.68 - $101.85
Q2 2020	3,234	$308	$85.61	$67.52 - $107.80
Q1 2020	2,638	$226	$107.60	$61.96 - $127.74
Q4 2019	2,442	$304	$110.13	$102.35 - $116.42