Legacy Capital Group California’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$646K	Buy	2,025 +11	+0.5%	+$3.51K	0.18%	147
2025 Q1	$542K	Sell	2,014 -54	-3%	-$14.5K	0.19%	154
2024 Q4	$614K	Hold	2,068	–	–	0.19%	149
2024 Q3	$561K	Buy	+2,068	New	+$561K	0.19%	158