Legacy Advisors’s American Express AXP Stock Holding History

Legacy Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,324	Closed	-$1.43M	–	51
2025 Q1	$1.43M	Buy	5,324 +178	+3%	+$47.9K	0.15%	118
2024 Q4	$1.53M	Buy	5,146 +120	+2%	+$35.6K	0.15%	105
2024 Q3	$1.36M	Buy	5,026 +50	+1%	+$13.6K	0.15%	120
2024 Q2	$1.15M	Buy	4,976 +247	+5%	+$57.2K	0.14%	114
2024 Q1	$1.08M	Buy	4,729 +94	+2%	+$21.4K	0.14%	127
2023 Q4	$868K	Buy	4,635 +93	+2%	+$17.4K	0.11%	141
2023 Q3	$678K	Buy	4,542 +71	+2%	+$10.6K	0.11%	157
2023 Q2	$779K	Buy	4,471 +24	+0.5%	+$4.18K	0.12%	137
2023 Q1	$734K	Buy	4,447 +20	+0.5%	+$3.3K	0.14%	120
2022 Q4	$654K	Buy	4,427 +175	+4%	+$25.9K	0.12%	122
2022 Q3	$574K	Buy	4,252 +64	+2%	+$8.64K	0.13%	106
2022 Q2	$581K	Sell	4,188 -852	-17%	-$118K	0.12%	106
2022 Q1	$942K	Buy	5,040 +440	+10%	+$82.2K	0.18%	82
2021 Q4	$753K	Hold	4,600	–	–	0.28%	50
2021 Q3	$771K	Buy	4,600 +4	+0.1%	+$670	0.31%	50
2021 Q2	$759K	Hold	4,596	–	–	0.31%	51
2021 Q1	$650K	Buy	4,596 +1,000	+28%	+$141K	0.29%	52
2020 Q4	$435K	Hold	3,596	–	–	0.25%	65
2020 Q3	$360K	Hold	3,596	–	–	0.24%	70
2020 Q2	$342K	Hold	3,596	–	–	0.27%	67
2020 Q1	$308K	Buy	3,596 +1,021	+40%	+$87.4K	0.31%	68
2019 Q4	$321K	Hold	2,575	–	–	0.2%	99
2019 Q3	$305K	Sell	2,575 -600	-19%	-$71.1K	0.23%	84
2019 Q2	$392K	Sell	3,175 -1,975	-38%	-$244K	0.27%	68
2019 Q1	$562K	Buy	5,150 +2,533	+97%	+$276K	0.18%	96
2018 Q4	$249K	Buy	2,617 +11	+0.4%	+$1.05K	0.19%	99
2018 Q3	$278K	Hold	2,606	–	–	0.14%	119
2018 Q2	$255K	Buy	2,606 +531	+26%	+$52K	0.19%	83
2018 Q1	$193K	Hold	2,075	–	–	0.14%	80
2017 Q4	$206K	Sell	2,075 -40	-2%	-$3.97K	0.2%	54
2017 Q3	$191K	Buy	2,115 +40	+2%	+$3.61K	0.21%	52
2017 Q2	$174K	Hold	2,075	–	–	0.22%	51
2017 Q1	$164K	Hold	2,075	–	–	0.22%	49
2016 Q4	$153K	Buy	+2,075	New	+$153K	0.21%	52