AMERICAN EXPRESS CO

Ticker: AXP CUSIP: 025816109 Class: COM

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025

Shares 18,105 Value ($000) $6,698 Avg Close $356.97 Range $315.25 - $386.63

Q3 2025

Shares 17,723 Value ($000) $5,887 Avg Close $316.55 Range $286.97 - $347.54

Q2 2025

Shares 17,531 Value ($000) $5,592 Avg Close $279.37 Range $218.83 - $317.81

Q1 2025

Shares 18,801 Value ($000) $5,058 Avg Close $292.46 Range $250.85 - $322.83

Q4 2024

Shares 18,456 Value ($000) $5,478 Avg Close $283.58 Range $262.14 - $303.86

Q3 2024

Shares 17,319 Value ($000) $4,697 Avg Close $245.13 Range $218.61 - $268.47

Q2 2024

Shares 15,991 Value ($000) $3,703 Avg Close $227.31 Range $210.57 - $239.93

Q1 2024

Shares 15,402 Value ($000) $3,507 Avg Close $202.90 Range $174.01 - $226.74

Q4 2023

Shares 11,743 Value ($000) $2,200 Avg Close $156.99 Range $137.45 - $183.68

Q3 2023

Shares 11,648 Value ($000) $1,738 Avg Close $158.88 Range $144.43 - $173.69

Q2 2023

Shares 11,645 Value ($000) $2,029 Avg Close $156.19 Range $141.62 - $171.40

Q1 2023

Shares 11,858 Value ($000) $1,956 Avg Close $160.00 Range $139.09 - $175.70

Q4 2022

Shares 12,099 Value ($000) $1,788 Avg Close $142.37 Range $125.59 - $155.29

Q3 2022

Shares 12,137 Value ($000) $1,637 Avg Close $144.95 Range $128.43 - $159.02

Q2 2022

Shares 11,852 Value ($000) $1,643 Avg Close $157.56 Range $128.61 - $183.57

Q1 2022

Shares 12,102 Value ($000) $2,263 Avg Close $171.78 Range $145.41 - $189.84

Q4 2021

Shares 12,227 Value ($000) $2,000 Avg Close $161.79 Range $142.24 - $179.38

Q3 2021

Shares 12,254 Value ($000) $2,053 Avg Close $158.27 Range $148.43 - $170.07

Q2 2021

Shares 9,408 Value ($000) $1,554 Avg Close $147.87 Range $132.82 - $160.89

Q1 2021

Shares 9,473 Value ($000) $1,340 Avg Close $124.36 Range $105.52 - $142.57

Q4 2020

Shares 10,937 Value ($000) $1,322 Avg Close $103.86 Range $83.59 - $117.55

Q3 2020

Shares 13,858 Value ($000) $1,389 Avg Close $91.89 Range $83.68 - $101.85

Q2 2020

Shares 15,482 Value ($000) $1,474 Avg Close $85.61 Range $67.52 - $107.80

Q1 2020

Shares 15,682 Value ($000) $1,343 Avg Close $107.60 Range $61.96 - $127.74

Q4 2019

Shares 15,485 Value ($000) $1,928 Avg Close $110.13 Range $102.35 - $116.42

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	18,105	$6,698	$356.97	$315.25 - $386.63
Q3 2025	17,723	$5,887	$316.55	$286.97 - $347.54
Q2 2025	17,531	$5,592	$279.37	$218.83 - $317.81
Q1 2025	18,801	$5,058	$292.46	$250.85 - $322.83
Q4 2024	18,456	$5,478	$283.58	$262.14 - $303.86
Q3 2024	17,319	$4,697	$245.13	$218.61 - $268.47
Q2 2024	15,991	$3,703	$227.31	$210.57 - $239.93
Q1 2024	15,402	$3,507	$202.90	$174.01 - $226.74
Q4 2023	11,743	$2,200	$156.99	$137.45 - $183.68
Q3 2023	11,648	$1,738	$158.88	$144.43 - $173.69
Q2 2023	11,645	$2,029	$156.19	$141.62 - $171.40
Q1 2023	11,858	$1,956	$160.00	$139.09 - $175.70
Q4 2022	12,099	$1,788	$142.37	$125.59 - $155.29
Q3 2022	12,137	$1,637	$144.95	$128.43 - $159.02
Q2 2022	11,852	$1,643	$157.56	$128.61 - $183.57
Q1 2022	12,102	$2,263	$171.78	$145.41 - $189.84
Q4 2021	12,227	$2,000	$161.79	$142.24 - $179.38
Q3 2021	12,254	$2,053	$158.27	$148.43 - $170.07
Q2 2021	9,408	$1,554	$147.87	$132.82 - $160.89
Q1 2021	9,473	$1,340	$124.36	$105.52 - $142.57
Q4 2020	10,937	$1,322	$103.86	$83.59 - $117.55
Q3 2020	13,858	$1,389	$91.89	$83.68 - $101.85
Q2 2020	15,482	$1,474	$85.61	$67.52 - $107.80
Q1 2020	15,682	$1,343	$107.60	$61.96 - $127.74
Q4 2019	15,485	$1,928	$110.13	$102.35 - $116.42