AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 45,724 Value ($000) $16,916 Avg Close $356.97 Range $315.25 - $386.63
Q3 2025
Shares 21,259 Value ($000) $7,061 Avg Close $316.55 Range $286.97 - $347.54
Q2 2025
Shares 22,039 Value ($000) $7,030 Avg Close $279.37 Range $218.83 - $317.81
Q1 2025
Shares 21,600 Value ($000) $5,811 Avg Close $292.46 Range $250.85 - $322.83
Q4 2024
Shares 20,526 Value ($000) $6,092 Avg Close $283.58 Range $262.14 - $303.86
Q3 2024
Shares 11,204 Value ($000) $3,038 Avg Close $245.13 Range $218.61 - $268.47
Q2 2024
Shares 10,473 Value ($000) $2,425 Avg Close $227.31 Range $210.57 - $239.93
Q1 2024
Shares 8,963 Value ($000) $2,041 Avg Close $202.90 Range $174.01 - $226.74
Q4 2023
Shares 14,041 Value ($000) $2,630 Avg Close $156.99 Range $137.45 - $183.68