Legacy Capital Wealth Partners’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 | $292K | Sell |
915
-24
| -3% | -$7.66K | 0.07% | 307 |
|
|
2025
Q1 | $253K | Sell |
939
-204
| -18% | -$54.9K | 0.06% | 310 |
|
|
2024
Q4 | $339K | Sell |
1,143
-24
| -2% | -$7.12K | 0.08% | 248 |
|
|
2024
Q3 | $316K | Hold |
1,167
| – | – | 0.06% | 265 |
|
|
2024
Q2 | $270K | Sell |
1,167
-95
| -8% | -$22K | 0.07% | 259 |
|
|
2024
Q1 | $207K | Sell |
1,262
-1,042
| -45% | -$171K | 0.15% | 105 |
|
|
2023
Q4 | $432K | Sell |
2,304
-55
| -2% | -$10.3K | 0.12% | 169 |
|
|
2023
Q3 | $352K | Buy |
+2,359
| New | +$352K | 0.1% | 195 |
|
|
2023
Q2 | – | Sell |
-1,860
| Closed | -$307K | – | 59 |
|
|
2023
Q1 | $307K | Buy |
+1,860
| New | +$307K | 0.08% | 191 |
|