Legacy 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 | $9.19M | Sell |
28,814
-2,372
| -8% | -$757K | 2.25% | 12 |
|
|
2025
Q1 | $8.39M | Sell |
31,186
-289
| -0.9% | -$77.8K | 2.02% | 15 |
|
|
2024
Q4 | $9.34M | Sell |
31,475
-73
| -0.2% | -$21.7K | 2.17% | 11 |
|
|
2024
Q3 | $8.56M | Sell |
31,548
-75
| -0.2% | -$20.3K | 1.97% | 13 |
|
|
2024
Q2 | $7.32M | Sell |
31,623
-1,014
| -3% | -$235K | 1.82% | 18 |
|
|
2024
Q1 | $7.43M | Sell |
32,637
-10
| -0% | -$2.28K | 1.85% | 15 |
|
|
2023
Q4 | $6.12M | Sell |
32,647
-75
| -0.2% | -$14.1K | 1.59% | 20 |
|
|
2023
Q3 | $4.88M | Buy |
32,722
+536
| +2% | +$80K | 1.42% | 23 |
|
|
2023
Q2 | $5.61M | Buy |
32,186
+438
| +1% | +$76.3K | 1.55% | 18 |
|
|
2023
Q1 | $5.24M | Sell |
31,748
-174
| -0.5% | -$28.7K | 1.56% | 19 |
|
|
2022
Q4 | $4.72M | Buy |
+31,922
| New | +$4.72M | 1.46% | 24 |
|