Legacy Private Trust’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 | $435K | Hold |
1,365
| – | – | 0.03% | 195 |
|
|
2025
Q1 | $367K | Hold |
1,365
| – | – | 0.03% | 195 |
|
|
2024
Q4 | $405K | Hold |
1,365
| – | – | 0.03% | 194 |
|
|
2024
Q3 | $370K | Hold |
1,365
| – | – | 0.02% | 193 |
|
|
2024
Q2 | $316K | Hold |
1,365
| – | – | 0.02% | 198 |
|
|
2024
Q1 | $311K | Hold |
1,365
| – | – | 0.02% | 199 |
|
|
2023
Q4 | $256K | Hold |
1,365
| – | – | 0.02% | 205 |
|
|
2023
Q3 | $204K | Hold |
1,365
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $238K | Hold |
1,365
| – | – | 0.02% | 213 |
|
|
2023
Q1 | $225K | Hold |
1,365
| – | – | 0.02% | 219 |
|
|
2022
Q4 | $202K | Buy |
+1,365
| New | +$202K | 0.02% | 220 |
|
|
2022
Q2 | – | Sell |
-1,365
| Closed | -$255K | – | 221 |
|
|
2022
Q1 | $255K | Hold |
1,365
| – | – | 0.02% | 226 |
|
|
2021
Q4 | $223K | Hold |
1,365
| – | – | 0.02% | 227 |
|
|
2021
Q3 | $229K | Hold |
1,365
| – | – | 0.02% | 218 |
|
|
2021
Q2 | $226K | Buy |
+1,365
| New | +$226K | 0.02% | 218 |
|
|
2020
Q1 | – | Sell |
-2,036
| Closed | -$254K | – | 205 |
|
|
2019
Q4 | $254K | Hold |
2,036
| – | – | 0.03% | 217 |
|
|
2019
Q3 | $240K | Sell |
2,036
-340
| -14% | -$40.1K | 0.03% | 219 |
|
|
2019
Q2 | $294K | Sell |
2,376
-85
| -3% | -$10.5K | 0.03% | 208 |
|
|
2019
Q1 | $269K | Buy |
2,461
+45
| +2% | +$4.92K | 0.03% | 200 |
|
|
2018
Q4 | $231K | Hold |
2,416
| – | – | 0.03% | 210 |
|
|
2018
Q3 | $257K | Buy |
2,416
+116
| +5% | +$12.3K | 0.03% | 206 |
|
|
2018
Q2 | $225K | Hold |
2,300
| – | – | 0.03% | 213 |
|
|
2018
Q1 | $215K | Hold |
2,300
| – | – | 0.03% | 223 |
|
|
2017
Q4 | $229K | Hold |
2,300
| – | – | 0.03% | 215 |
|
|
2017
Q3 | $208K | Buy |
+2,300
| New | +$208K | 0.03% | 227 |
|
|
2016
Q2 | – | Sell |
-4,527
| Closed | -$278K | – | 228 |
|
|
2016
Q1 | $278K | Sell |
4,527
-4,675
| -51% | -$287K | 0.04% | 207 |
|
|
2015
Q4 | $640K | Sell |
9,202
-1,400
| -13% | -$97.4K | 0.1% | 159 |
|
|
2015
Q3 | $786K | Sell |
10,602
-50
| -0.5% | -$3.71K | 0.12% | 150 |
|
|
2015
Q2 | $828K | Sell |
10,652
-17,234
| -62% | -$1.34M | 0.12% | 155 |
|
|
2015
Q1 | $2.18M | Sell |
27,886
-11,168
| -29% | -$872K | 0.32% | 89 |
|
|
2014
Q4 | $3.63M | Buy |
39,054
+50
| +0.1% | +$4.65K | 0.53% | 50 |
|
|
2014
Q3 | $3.41M | Buy |
39,004
+540
| +1% | +$47.3K | 0.52% | 51 |
|
|
2014
Q2 | $3.65M | Sell |
38,464
-273
| -0.7% | -$25.9K | 0.56% | 47 |
|
|
2014
Q1 | $3.49M | Buy |
38,737
+1,576
| +4% | +$142K | 0.61% | 46 |
|
|
2013
Q4 | $3.37M | Buy |
37,161
+4,360
| +13% | +$396K | 0.62% | 44 |
|
|
2013
Q3 | $2.48M | Sell |
32,801
-41
| -0.1% | -$3.1K | 0.52% | 53 |
|
|
2013
Q2 | $2.46M | Buy |
+32,842
| New | +$2.46M | 0.58% | 48 |
|