AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

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

Q4 2024

Shares 900 Value ($000) $281 Avg Close $283.58 Range $262.14 - $303.86

Q1 2024

Shares 950 Value ($000) $207 Avg Close $202.90 Range $174.01 - $226.74

Q3 2023

Shares 1,450 Value ($000) $222 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 1,450 Value ($000) $253 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 1,450 Value ($000) $236 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 1,450 Value ($000) $213 Avg Close $142.37 Range $125.59 - $155.29

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2024	900	$281	$283.58	$262.14 - $303.86
Q1 2024	950	$207	$202.90	$174.01 - $226.74
Q3 2023	1,450	$222	$158.88	$144.43 - $173.69
Q2 2023	1,450	$253	$156.19	$141.62 - $171.40
Q1 2023	1,450	$236	$160.00	$139.09 - $175.70
Q4 2022	1,450	$213	$142.37	$125.59 - $155.29