AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Heritage Wealth Management, Inc. /CA/'s Holding History (CIK: 0002012170)

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

Q4 2025
Shares 550 Value ($000) $203 Avg Close $356.97 Range $315.25 - $386.63
Q3 2024
Shares 536 Value ($000) $145 Avg Close $245.13 Range $218.61 - $268.47