AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 2,237 Value ($000) $828 Avg Close $356.97 Range $315.25 - $386.63
Q3 2025
Shares 2,229 Value ($000) $740 Avg Close $316.55 Range $286.97 - $347.54
Q2 2025
Shares 1,215 Value ($000) $388 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 1,214 Value ($000) $327 Avg Close $292.46 Range $250.85 - $322.83
Q4 2024
Shares 1,115 Value ($000) $331 Avg Close $283.58 Range $262.14 - $303.86
Q3 2024
Shares 870 Value ($000) $236 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 870 Value ($000) $201 Avg Close $227.31 Range $210.57 - $239.93
Q1 2024
Shares 1,482 Value ($000) $337 Avg Close $202.90 Range $174.01 - $226.74
Q4 2023
Shares 1,517 Value ($000) $284 Avg Close $156.99 Range $137.45 - $183.68
Q3 2023
Shares 1,359 Value ($000) $203 Avg Close $158.88 Range $144.43 - $173.69
Q2 2023
Shares 1,419 Value ($000) $247 Avg Close $156.19 Range $141.62 - $171.40
Q1 2023
Shares 1,419 Value ($000) $234 Avg Close $160.00 Range $139.09 - $175.70
Q1 2022
Shares 1,160 Value ($000) $217 Avg Close $171.78 Range $145.41 - $189.84