Legacy Wealth Management (Mississippi)’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
Q3 | $996K | Hold |
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|
2025
Q2 | $957K | Hold |
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|
2025
Q1 | $807K | Hold |
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|
2024
Q4 | $890K | Hold |
|
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|
2024
Q3 | $814K | Hold |
|
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|
2024
Q2 | $695K | Hold |
|
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|
2024
Q1 | $683K | Hold |
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|
2023
Q4 | $562K | Hold |
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|
2023
Q3 | $448K | Hold |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $495K | Hold |
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|
2022
Q4 | $443K | Hold |
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|
2022
Q3 | $405K | Hold |
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|
2022
Q2 | $416K | Hold |
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|
2022
Q1 | $561K | Hold |
|
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|
2021
Q4 | $491K | Hold |
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|
2021
Q3 | $503K | Hold |
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|
2021
Q2 | $496K | Hold |
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|
2021
Q1 | $424K | Hold |
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|
2020
Q4 | $363K | Hold |
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|
2020
Q3 | $301K | Hold |
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|
2020
Q2 | $286K | Hold |
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|
2020
Q1 | $257K | Hold |
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|
2019
Q4 | $373K | Buy |
|