AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Global Wealth Management Investment Advisory, Inc.'s Holding History (CIK: 0001767855)

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

Q4 2025

Shares 14,550 Value ($000) $5,383 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 14,252 Value ($000) $4,734 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 12,506 Value ($000) $3,989 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 12,630 Value ($000) $3,398 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 11,730 Value ($000) $3,481 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 11,164 Value ($000) $3,028 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 13,983 Value ($000) $3,238 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 13,479 Value ($000) $3,069 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 11,587 Value ($000) $2,171 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 10,978 Value ($000) $1,638 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 10,249 Value ($000) $1,785 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 9,021 Value ($000) $1,488 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 8,748 Value ($000) $1,293 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 8,435 Value ($000) $1,138 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 3,255 Value ($000) $451 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 3,180 Value ($000) $595 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 3,280 Value ($000) $537 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 3,280 Value ($000) $549 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 3,380 Value ($000) $558 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 3,453 Value ($000) $488 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 3,323 Value ($000) $402 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 3,446 Value ($000) $345 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 3,679 Value ($000) $350 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 3,678 Value ($000) $315 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 3,503 Value ($000) $436 Avg Close $110.13 Range $102.35 - $116.42

Q3 2019

Shares 3,683 Value ($000) $436 Avg Close $112.57 Range $106.59 - $118.74

Q2 2019

Shares 3,803 Value ($000) $469 Avg Close $107.48 Range $100.14 - $115.68

Q1 2019

Shares 3,912 Value ($000) $428 Avg Close $95.83 Range $85.02 - $104.19

Q4 2018

Shares 4,278 Value ($000) $408 Avg Close $95.01 Range $80.88 - $104.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,550	$5,383	$356.97	$315.25 - $386.63
Q3 2025	14,252	$4,734	$316.55	$286.97 - $347.54
Q2 2025	12,506	$3,989	$279.37	$218.83 - $317.81
Q1 2025	12,630	$3,398	$292.46	$250.85 - $322.83
Q4 2024	11,730	$3,481	$283.58	$262.14 - $303.86
Q3 2024	11,164	$3,028	$245.13	$218.61 - $268.47
Q2 2024	13,983	$3,238	$227.31	$210.57 - $239.93
Q1 2024	13,479	$3,069	$202.90	$174.01 - $226.74
Q4 2023	11,587	$2,171	$156.99	$137.45 - $183.68
Q3 2023	10,978	$1,638	$158.88	$144.43 - $173.69
Q2 2023	10,249	$1,785	$156.19	$141.62 - $171.40
Q1 2023	9,021	$1,488	$160.00	$139.09 - $175.70
Q4 2022	8,748	$1,293	$142.37	$125.59 - $155.29
Q3 2022	8,435	$1,138	$144.95	$128.43 - $159.02
Q2 2022	3,255	$451	$157.56	$128.61 - $183.57
Q1 2022	3,180	$595	$171.78	$145.41 - $189.84
Q4 2021	3,280	$537	$161.79	$142.24 - $179.38
Q3 2021	3,280	$549	$158.27	$148.43 - $170.07
Q2 2021	3,380	$558	$147.87	$132.82 - $160.89
Q1 2021	3,453	$488	$124.36	$105.52 - $142.57
Q4 2020	3,323	$402	$103.86	$83.59 - $117.55
Q3 2020	3,446	$345	$91.89	$83.68 - $101.85
Q2 2020	3,679	$350	$85.61	$67.52 - $107.80
Q1 2020	3,678	$315	$107.60	$61.96 - $127.74
Q4 2019	3,503	$436	$110.13	$102.35 - $116.42
Q3 2019	3,683	$436	$112.57	$106.59 - $118.74
Q2 2019	3,803	$469	$107.48	$100.14 - $115.68
Q1 2019	3,912	$428	$95.83	$85.02 - $104.19
Q4 2018	4,278	$408	$95.01	$80.88 - $104.04