AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 25,974 Value ($000) $9,609 Avg Close $356.97 Range $315.25 - $386.63
Q3 2025
Shares 8,185 Value ($000) $2,719 Avg Close $316.55 Range $286.97 - $347.54
Q2 2025
Shares 8,772 Value ($000) $2,798 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 8,402 Value ($000) $2,261 Avg Close $292.46 Range $250.85 - $322.83
Q4 2024
Shares 6,481 Value ($000) $1,924 Avg Close $283.58 Range $262.14 - $303.86
Q3 2024
Shares 6,663 Value ($000) $1,807 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 5,991 Value ($000) $1,387 Avg Close $227.31 Range $210.57 - $239.93
Q1 2024
Shares 5,524 Value ($000) $1,258 Avg Close $202.90 Range $174.01 - $226.74
Q4 2023
Shares 4,525 Value ($000) $848 Avg Close $156.99 Range $137.45 - $183.68
Q3 2023
Shares 4,679 Value ($000) $698 Avg Close $158.88 Range $144.43 - $173.69
Q2 2023
Shares 4,673 Value ($000) $814 Avg Close $156.19 Range $141.62 - $171.40
Q1 2023
Shares 5,731 Value ($000) $945 Avg Close $160.00 Range $139.09 - $175.70
Q4 2022
Shares 2,888 Value ($000) $427 Avg Close $142.37 Range $125.59 - $155.29
Q3 2022
Shares 2,848 Value ($000) $384 Avg Close $144.95 Range $128.43 - $159.02
Q2 2022
Shares 3,979 Value ($000) $553 Avg Close $157.56 Range $128.61 - $183.57
Q1 2022
Shares 4,283 Value ($000) $800 Avg Close $171.78 Range $145.41 - $189.84
Q4 2021
Shares 4,291 Value ($000) $702 Avg Close $161.79 Range $142.24 - $179.38
Q3 2021
Shares 4,267 Value ($000) $714 Avg Close $158.27 Range $148.43 - $170.07
Q2 2021
Shares 4,331 Value ($000) $715 Avg Close $147.87 Range $132.82 - $160.89
Q1 2021
Shares 4,949 Value ($000) $702 Avg Close $124.36 Range $105.52 - $142.57
Q4 2020
Shares 3,170 Value ($000) $383 Avg Close $103.86 Range $83.59 - $117.55
Q3 2020
Shares 2,127 Value ($000) $213 Avg Close $91.89 Range $83.68 - $101.85