AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Strategic Wealth Investment Group, LLC's Holding History (CIK: 0001802365)

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

Q4 2025

Shares 32,440 Value ($000) $12,001 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 47,133 Value ($000) $15,656 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 3,357 Value ($000) $1,071 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 3,207 Value ($000) $863 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 399,004 Value ($000) $32,028 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 40,933 Value ($000) $10,995 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 38,155 Value ($000) $8,921 Avg Close $227.31 Range $210.57 - $239.93

Q4 2023

Shares 61,324 Value ($000) $11,488 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 54,993 Value ($000) $8,204 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 47,689 Value ($000) $8,307 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 39,334 Value ($000) $6,488 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 33,101 Value ($000) $4,979 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 28,078 Value ($000) $3,788 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 27,101 Value ($000) $3,757 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 29,098 Value ($000) $5,441 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 25,334 Value ($000) $4,145 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 22,440 Value ($000) $3,789 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 18,221 Value ($000) $3,011 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 13,630 Value ($000) $1,928 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 10,553 Value ($000) $1,276 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 9,542 Value ($000) $957 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 8,546 Value ($000) $814 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 5,715 Value ($000) $489 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 5,317 Value ($000) $662 Avg Close $110.13 Range $102.35 - $116.42

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	32,440	$12,001	$356.97	$315.25 - $386.63
Q3 2025	47,133	$15,656	$316.55	$286.97 - $347.54
Q2 2025	3,357	$1,071	$279.37	$218.83 - $317.81
Q1 2025	3,207	$863	$292.46	$250.85 - $322.83
Q4 2024	399,004	$32,028	$283.58	$262.14 - $303.86
Q3 2024	40,933	$10,995	$245.13	$218.61 - $268.47
Q2 2024	38,155	$8,921	$227.31	$210.57 - $239.93
Q4 2023	61,324	$11,488	$156.99	$137.45 - $183.68
Q3 2023	54,993	$8,204	$158.88	$144.43 - $173.69
Q2 2023	47,689	$8,307	$156.19	$141.62 - $171.40
Q1 2023	39,334	$6,488	$160.00	$139.09 - $175.70
Q4 2022	33,101	$4,979	$142.37	$125.59 - $155.29
Q3 2022	28,078	$3,788	$144.95	$128.43 - $159.02
Q2 2022	27,101	$3,757	$157.56	$128.61 - $183.57
Q1 2022	29,098	$5,441	$171.78	$145.41 - $189.84
Q4 2021	25,334	$4,145	$161.79	$142.24 - $179.38
Q3 2021	22,440	$3,789	$158.27	$148.43 - $170.07
Q2 2021	18,221	$3,011	$147.87	$132.82 - $160.89
Q1 2021	13,630	$1,928	$124.36	$105.52 - $142.57
Q4 2020	10,553	$1,276	$103.86	$83.59 - $117.55
Q3 2020	9,542	$957	$91.89	$83.68 - $101.85
Q2 2020	8,546	$814	$85.61	$67.52 - $107.80
Q1 2020	5,715	$489	$107.60	$61.96 - $127.74
Q4 2019	5,317	$662	$110.13	$102.35 - $116.42