AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Forum Financial Management, LP's Holding History (CIK: 0001911832)

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

Q4 2025
Shares 8,046 Value ($000) $2,977 Avg Close $356.97 Range $315.25 - $386.63
Q3 2025
Shares 8,089 Value ($000) $2,687 Avg Close $316.55 Range $286.97 - $347.54
Q2 2025
Shares 7,944 Value ($000) $2,534 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 6,648 Value ($000) $1,789 Avg Close $292.46 Range $250.85 - $322.83
Q3 2024
Shares 6,591 Value ($000) $1,787 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 6,590 Value ($000) $1,526 Avg Close $227.31 Range $210.57 - $239.93
Q1 2024
Shares 6,952 Value ($000) $1,583 Avg Close $202.90 Range $174.01 - $226.74
Q4 2023
Shares 6,952 Value ($000) $1,302 Avg Close $156.99 Range $137.45 - $183.68
Q3 2023
Shares 7,179 Value ($000) $1,071 Avg Close $158.88 Range $144.43 - $173.69
Q2 2023
Shares 5,978 Value ($000) $1,041 Avg Close $156.19 Range $141.62 - $171.40
Q1 2023
Shares 5,495 Value ($000) $906 Avg Close $160.00 Range $139.09 - $175.70
Q4 2022
Shares 5,588 Value ($000) $826 Avg Close $142.37 Range $125.59 - $155.29
Q3 2022
Shares 5,485 Value ($000) $740 Avg Close $144.95 Range $128.43 - $159.02
Q2 2022
Shares 5,415 Value ($000) $751 Avg Close $157.56 Range $128.61 - $183.57
Q1 2022
Shares 5,115 Value ($000) $956 Avg Close $171.78 Range $145.41 - $189.84
Q4 2021
Shares 5,350 Value ($000) $875 Avg Close $161.79 Range $142.24 - $179.38