AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Gladstone Institutional Advisory LLC's Holding History (CIK: 0001766530)

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

Q4 2025

Shares 23,424 Value ($000) $8,666 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 19,430 Value ($000) $6,454 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 13,848 Value ($000) $4,417 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 10,828 Value ($000) $2,913 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 16,364 Value ($000) $4,857 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 11,253 Value ($000) $3,052 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 14,357 Value ($000) $3,324 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 10,511 Value ($000) $2,393 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 13,321 Value ($000) $2,496 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 12,790 Value ($000) $1,908 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 12,101 Value ($000) $2,108 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 11,896 Value ($000) $1,962 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 11,960 Value ($000) $1,767 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 6,679 Value ($000) $1 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 7,746 Value ($000) $1 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 6,609 Value ($000) $1 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 5,592 Value ($000) $1 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 6,239 Value ($000) $1 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 8,228 Value ($000) $1 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 7,860 Value ($000) $1 Avg Close $124.36 Range $105.52 - $142.57

Q3 2020

Shares 3,578 Value ($000) $0 Avg Close $91.89 Range $83.68 - $101.85

Q4 2019

Shares 1,694 Value ($000) $211 Avg Close $110.13 Range $102.35 - $116.42

Q3 2019

Shares 2,599 Value ($000) $308 Avg Close $112.57 Range $106.59 - $118.74

Q2 2019

Shares 2,370 Value ($000) $293 Avg Close $107.48 Range $100.14 - $115.68

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	23,424	$8,666	$356.97	$315.25 - $386.63
Q3 2025	19,430	$6,454	$316.55	$286.97 - $347.54
Q2 2025	13,848	$4,417	$279.37	$218.83 - $317.81
Q1 2025	10,828	$2,913	$292.46	$250.85 - $322.83
Q4 2024	16,364	$4,857	$283.58	$262.14 - $303.86
Q3 2024	11,253	$3,052	$245.13	$218.61 - $268.47
Q2 2024	14,357	$3,324	$227.31	$210.57 - $239.93
Q1 2024	10,511	$2,393	$202.90	$174.01 - $226.74
Q4 2023	13,321	$2,496	$156.99	$137.45 - $183.68
Q3 2023	12,790	$1,908	$158.88	$144.43 - $173.69
Q2 2023	12,101	$2,108	$156.19	$141.62 - $171.40
Q1 2023	11,896	$1,962	$160.00	$139.09 - $175.70
Q4 2022	11,960	$1,767	$142.37	$125.59 - $155.29
Q3 2022	6,679	$1	$144.95	$128.43 - $159.02
Q2 2022	7,746	$1	$157.56	$128.61 - $183.57
Q1 2022	6,609	$1	$171.78	$145.41 - $189.84
Q4 2021	5,592	$1	$161.79	$142.24 - $179.38
Q3 2021	6,239	$1	$158.27	$148.43 - $170.07
Q2 2021	8,228	$1	$147.87	$132.82 - $160.89
Q1 2021	7,860	$1	$124.36	$105.52 - $142.57
Q3 2020	3,578	$0	$91.89	$83.68 - $101.85
Q4 2019	1,694	$211	$110.13	$102.35 - $116.42
Q3 2019	2,599	$308	$112.57	$106.59 - $118.74
Q2 2019	2,370	$293	$107.48	$100.14 - $115.68