Legacy Financial Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $810K | Sell |
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|
2024
Q4 | $915K | Buy |
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|
2024
Q3 | $750K | Buy |
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|
2024
Q2 | $615K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $439K | Buy |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $114K | Buy |
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|
2018
Q4 | $79K | Buy |
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|
2018
Q3 | $79K | Hold |
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|
2018
Q2 | $75K | Buy |
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|
2018
Q1 | $65K | Buy |
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|
2017
Q4 | $66K | Buy |
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