LFS
Legacy Financial Strategies’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
1,758
+182
| +12% | +$58.1K | 0.11% | 71 |
|
|
2025
Q1 | $424K | Sell |
1,576
-67
| -4% | -$18K | 0.09% | 73 |
|
|
2024
Q4 | $490K | Buy |
1,643
+11
| +0.7% | +$3.28K | 0.11% | 74 |
|
|
2024
Q3 | $443K | Buy |
1,632
+40
| +3% | +$10.9K | 0.1% | 69 |
|
|
2024
Q2 | $375K | Buy |
1,592
+7
| +0.4% | +$1.65K | 0.09% | 67 |
|
|
2024
Q1 | $361K | Buy |
1,585
+18
| +1% | +$4.1K | 0.09% | 66 |
|
|
2023
Q4 | $294K | Hold |
1,567
| – | – | 0.08% | 69 |
|
|
2023
Q3 | $240K | Buy |
1,567
+1
| +0.1% | +$153 | 0.08% | 66 |
|
|
2023
Q2 | $273K | Hold |
1,566
| – | – | 0.09% | 65 |
|
|
2023
Q1 | $258K | Hold |
1,566
| – | – | 0.1% | 63 |
|
|
2022
Q4 | $231K | Hold |
1,566
| – | – | 0.1% | 65 |
|
|
2022
Q3 | $211K | Buy |
+1,566
| New | +$211K | 0.1% | 60 |
|