AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 4,943 Value ($000) $1,829 Avg Close $356.97 Range $315.25 - $386.63
Q3 2025
Shares 8,737 Value ($000) $2,902 Avg Close $316.55 Range $286.97 - $347.54
Q2 2025
Shares 4,431 Value ($000) $1,413 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 4,161 Value ($000) $1,120 Avg Close $292.46 Range $250.85 - $322.83
Q4 2024
Shares 4,630 Value ($000) $1,374 Avg Close $283.58 Range $262.14 - $303.86
Q3 2024
Shares 3,674 Value ($000) $996 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 4,476 Value ($000) $1,036 Avg Close $227.31 Range $210.57 - $239.93
Q1 2024
Shares 4,444 Value ($000) $1,012 Avg Close $202.90 Range $174.01 - $226.74
Q4 2023
Shares 3,179 Value ($000) $596 Avg Close $156.99 Range $137.45 - $183.68
Q3 2023
Shares 2,569 Value ($000) $383 Avg Close $158.88 Range $144.43 - $173.69
Q4 2020
Shares 47,880 Value ($000) $5,789 Avg Close $103.86 Range $83.59 - $117.55
Q3 2020
Shares 49,920 Value ($000) $5,004 Avg Close $91.89 Range $83.68 - $101.85
Q2 2020
Shares 52,095 Value ($000) $4,959 Avg Close $85.61 Range $67.52 - $107.80
Q3 2018
Shares 2,331 Value ($000) $250 Avg Close $94.11 Range $87.61 - $101.15
Q2 2018
Shares 2,897 Value ($000) $284 Avg Close $88.59 Range $80.82 - $93.10
Q1 2018
Shares 2,514 Value ($000) $235 Avg Close $87.01 Range $78.64 - $91.98