Legacy Bridge’s American Express AXP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Hold	640	–	–	0.1%	132
2025 Q1	$172K	Hold	640	–	–	0.1%	137
2024 Q4	$190K	Hold	640	–	–	0.1%	136
2024 Q3	$174K	Hold	640	–	–	0.09%	145
2024 Q2	$148K	Hold	640	–	–	0.09%	141
2024 Q1	$146K	Hold	640	–	–	0.09%	154
2023 Q4	$120K	Sell	640 -225	-26%	-$42.2K	0.08%	159
2023 Q3	$129K	Hold	865	–	–	0.09%	152
2023 Q2	$151K	Hold	865	–	–	0.1%	151
2023 Q1	$143K	Hold	865	–	–	0.1%	151
2022 Q4	$128K	Hold	865	–	–	0.09%	152
2022 Q3	$117K	Hold	865	–	–	0.09%	149
2022 Q2	$120K	Hold	865	–	–	0.09%	156
2022 Q1	$162K	Sell	865 -135	-14%	-$25.3K	0.09%	153
2021 Q4	$164K	Hold	1,000	–	–	0.09%	155
2021 Q3	$168K	Hold	1,000	–	–	0.1%	151
2021 Q2	$165K	Hold	1,000	–	–	0.09%	152
2021 Q1	$141K	Hold	1,000	–	–	0.09%	150
2020 Q4	$121K	Hold	1,000	–	–	0.09%	153
2020 Q3	$100K	Hold	1,000	–	–	0.09%	149
2020 Q2	$95K	Hold	1,000	–	–	0.1%	144
2020 Q1	$86K	Sell	1,000 -190	-16%	-$16.3K	0.11%	145
2019 Q4	$148K	Hold	1,190	–	–	0.12%	149
2019 Q3	$141K	Hold	1,190	–	–	0.13%	143
2019 Q2	$147K	Hold	1,190	–	–	0.14%	141
2019 Q1	$130K	Buy	1,190 +190	+19%	+$20.8K	0.13%	144
2018 Q4	$95K	Buy	+1,000	New	+$95K	0.12%	146