AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025

Shares 22,321 Value ($000) $8,258 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 23,004 Value ($000) $7,641 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 23,085 Value ($000) $7,446 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 23,123 Value ($000) $6,221 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 18,759 Value ($000) $5,567 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 19,636 Value ($000) $5,325 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 19,447 Value ($000) $4,503 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 19,047 Value ($000) $4,337 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 11,046 Value ($000) $2,069 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 10,239 Value ($000) $1,528 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 9,267 Value ($000) $1,614 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 9,249 Value ($000) $1,526 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 9,296 Value ($000) $1,373 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 8,993 Value ($000) $1,247 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 8,993 Value ($000) $1,247 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 8,977 Value ($000) $1,679 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 7,845 Value ($000) $1,283 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 6,673 Value ($000) $1,118 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 6,420 Value ($000) $1,061 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 6,651 Value ($000) $941 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 3,212 Value ($000) $388 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 3,173 Value ($000) $318 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 2,418 Value ($000) $230 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 2,368 Value ($000) $203 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 4,685 Value ($000) $583 Avg Close $110.13 Range $102.35 - $116.42

Q3 2019

Shares 4,783 Value ($000) $566 Avg Close $112.57 Range $106.59 - $118.74

Q2 2019

Shares 4,447 Value ($000) $549 Avg Close $107.48 Range $100.14 - $115.68

Q1 2019

Shares 4,463 Value ($000) $488 Avg Close $95.83 Range $85.02 - $104.19

Q4 2018

Shares 4,312 Value ($000) $411 Avg Close $95.01 Range $80.88 - $104.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	22,321	$8,258	$356.97	$315.25 - $386.63
Q3 2025	23,004	$7,641	$316.55	$286.97 - $347.54
Q2 2025	23,085	$7,446	$279.37	$218.83 - $317.81
Q1 2025	23,123	$6,221	$292.46	$250.85 - $322.83
Q4 2024	18,759	$5,567	$283.58	$262.14 - $303.86
Q3 2024	19,636	$5,325	$245.13	$218.61 - $268.47
Q2 2024	19,447	$4,503	$227.31	$210.57 - $239.93
Q1 2024	19,047	$4,337	$202.90	$174.01 - $226.74
Q4 2023	11,046	$2,069	$156.99	$137.45 - $183.68
Q3 2023	10,239	$1,528	$158.88	$144.43 - $173.69
Q2 2023	9,267	$1,614	$156.19	$141.62 - $171.40
Q1 2023	9,249	$1,526	$160.00	$139.09 - $175.70
Q4 2022	9,296	$1,373	$142.37	$125.59 - $155.29
Q3 2022	8,993	$1,247	$144.95	$128.43 - $159.02
Q2 2022	8,993	$1,247	$157.56	$128.61 - $183.57
Q1 2022	8,977	$1,679	$171.78	$145.41 - $189.84
Q4 2021	7,845	$1,283	$161.79	$142.24 - $179.38
Q3 2021	6,673	$1,118	$158.27	$148.43 - $170.07
Q2 2021	6,420	$1,061	$147.87	$132.82 - $160.89
Q1 2021	6,651	$941	$124.36	$105.52 - $142.57
Q4 2020	3,212	$388	$103.86	$83.59 - $117.55
Q3 2020	3,173	$318	$91.89	$83.68 - $101.85
Q2 2020	2,418	$230	$85.61	$67.52 - $107.80
Q1 2020	2,368	$203	$107.60	$61.96 - $127.74
Q4 2019	4,685	$583	$110.13	$102.35 - $116.42
Q3 2019	4,783	$566	$112.57	$106.59 - $118.74
Q2 2019	4,447	$549	$107.48	$100.14 - $115.68
Q1 2019	4,463	$488	$95.83	$85.02 - $104.19
Q4 2018	4,312	$411	$95.01	$80.88 - $104.04