AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 35,467 Value ($000) $13,121 Avg Close $356.97 Range $315.25 - $386.63
Q3 2025
Shares 34,773 Value ($000) $11,550 Avg Close $316.55 Range $286.97 - $347.54
Q2 2025
Shares 33,169 Value ($000) $10,580 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 29,500 Value ($000) $7,937 Avg Close $292.46 Range $250.85 - $322.83
Q4 2024
Shares 10,907 Value ($000) $3,237 Avg Close $283.58 Range $262.14 - $303.86
Q3 2024
Shares 5,199 Value ($000) $1,410 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 3,221 Value ($000) $746 Avg Close $227.31 Range $210.57 - $239.93
Q4 2023
Shares 3,653 Value ($000) $684 Avg Close $156.99 Range $137.45 - $183.68
Q3 2023
Shares 4,044 Value ($000) $603 Avg Close $158.88 Range $144.43 - $173.69
Q2 2023
Shares 3,977 Value ($000) $693 Avg Close $156.19 Range $141.62 - $171.40