Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s American Express AXP Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7
Closed -$1.04K – 66
2023
Q3 		$1.04K Buy
+7
New +$1.15K ﹤0.01% 514

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Legacy Financial Group (Iowa)'s AXP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of American Express (AXP) in Q4 2023, closing a stake of 7 shares — an estimated $1.04K sold.

Legacy Financial Group (Iowa) first reported a position in AXP in Q3 2023 and held it in 1 quarter. The position peaked at $1.04K in Q3 2023. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 7 American Express shares in Q4 2023, an estimated $1.04K.
  • Legacy Financial Group (Iowa) first reported a position in American Express in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s American Express position peaked at $1.04K in Q3 2023.
  • 2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.