Legacy Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $868K | Buy |
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|
2023
Q3 | $678K | Buy |
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|
2023
Q2 | $779K | Buy |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $654K | Buy |
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|
2022
Q3 | $574K | Buy |
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|
2022
Q2 | $581K | Sell |
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|
2022
Q1 | $942K | Buy |
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|
2021
Q4 | $753K | Hold |
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|
2021
Q3 | $771K | Buy |
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|
2021
Q2 | $759K | Hold |
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|
2021
Q1 | $650K | Buy |
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|
2020
Q4 | $435K | Hold |
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|
2020
Q3 | $360K | Hold |
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|
2020
Q2 | $342K | Hold |
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|
2020
Q1 | $308K | Buy |
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|
2019
Q4 | $321K | Hold |
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|
2019
Q3 | $305K | Sell |
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|
2019
Q2 | $392K | Sell |
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|
2019
Q1 | $562K | Buy |
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|
2018
Q4 | $249K | Buy |
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|
2018
Q3 | $278K | Hold |
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|
2018
Q2 | $255K | Buy |
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|
2018
Q1 | $193K | Hold |
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|
2017
Q4 | $206K | Sell |
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|
2017
Q3 | $191K | Buy |
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|
2017
Q2 | $174K | Hold |
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|
2017
Q1 | $164K | Hold |
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|
2016
Q4 | $153K | Buy |
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