LFA
Legacy Financial Advisors’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,260
+248
| +8% | +$79.1K | 0.16% | 105 |
|
|
2025
Q1 | $810K | Sell |
3,012
-72
| -2% | -$19.4K | 0.14% | 130 |
|
|
2024
Q4 | $915K | Buy |
3,084
+319
| +12% | +$94.7K | 0.15% | 111 |
|
|
2024
Q3 | $750K | Buy |
2,765
+111
| +4% | +$30.1K | 0.13% | 140 |
|
|
2024
Q2 | $615K | Buy |
2,654
+188
| +8% | +$43.5K | 0.11% | 157 |
|
|
2024
Q1 | $562K | Buy |
2,466
+124
| +5% | +$28.2K | 0.1% | 169 |
|
|
2023
Q4 | $439K | Buy |
2,342
+156
| +7% | +$29.2K | 0.08% | 180 |
|
|
2023
Q3 | $326K | Sell |
2,186
-2
| -0.1% | -$298 | 0.07% | 194 |
|
|
2023
Q2 | $381K | Buy |
2,188
+165
| +8% | +$28.7K | 0.07% | 169 |
|
|
2023
Q1 | $334K | Buy |
2,023
+247
| +14% | +$40.7K | 0.07% | 171 |
|
|
2022
Q4 | $262K | Buy |
1,776
+277
| +18% | +$40.9K | 0.06% | 195 |
|
|
2022
Q3 | $202K | Buy |
+1,499
| New | +$202K | 0.05% | 210 |
|
|
2022
Q2 | – | Sell |
-1,463
| Closed | -$274K | – | 222 |
|
|
2022
Q1 | $274K | Buy |
+1,463
| New | +$274K | 0.06% | 178 |
|
|
2021
Q3 | – | Sell |
-1,215
| Closed | -$201K | – | 184 |
|
|
2021
Q2 | $201K | Buy |
+1,215
| New | +$201K | 0.05% | 169 |
|
|
2019
Q2 | – | Sell |
-1,046
| Closed | -$114K | – | 188 |
|
|
2019
Q1 | $114K | Buy |
1,046
+212
| +25% | +$23.1K | 0.04% | 147 |
|
|
2018
Q4 | $79K | Buy |
834
+88
| +12% | +$8.34K | 0.03% | 171 |
|
|
2018
Q3 | $79K | Hold |
746
| – | – | 0.03% | 199 |
|
|
2018
Q2 | $75K | Buy |
746
+46
| +7% | +$4.63K | 0.03% | 199 |
|
|
2018
Q1 | $65K | Buy |
700
+34
| +5% | +$3.16K | 0.03% | 211 |
|
|
2017
Q4 | $66K | Buy |
+666
| New | +$66K | 0.03% | 211 |
|