AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 7,074 Value ($000) $2,617 Avg Close $356.97 Range $315.25 - $386.63
Q3 2025
Shares 7,223 Value ($000) $2,399 Avg Close $316.55 Range $286.97 - $347.54
Q2 2025
Shares 7,752 Value ($000) $2,473 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 7,503 Value ($000) $2,019 Avg Close $292.46 Range $250.85 - $322.83
Q4 2024
Shares 7,521 Value ($000) $2,232 Avg Close $283.58 Range $262.14 - $303.86
Q3 2024
Shares 7,743 Value ($000) $2,100 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 8,927 Value ($000) $2,067 Avg Close $227.31 Range $210.57 - $239.93
Q1 2024
Shares 9,436 Value ($000) $2,149 Avg Close $202.90 Range $174.01 - $226.74
Q4 2023
Shares 10,115 Value ($000) $1,895 Avg Close $156.99 Range $137.45 - $183.68
Q3 2023
Shares 10,404 Value ($000) $1,552 Avg Close $158.88 Range $144.43 - $173.69
Q2 2023
Shares 20,735 Value ($000) $3,430 Avg Close $156.19 Range $141.62 - $171.40
Q1 2023
Shares 10,311 Value ($000) $1,701 Avg Close $160.00 Range $139.09 - $175.70
Q4 2022
Shares 8,402 Value ($000) $1,241 Avg Close $142.37 Range $125.59 - $155.29