Legacy Wealth Management (Mississippi)’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 | $957K | Hold |
3,000
| – | – | 0.29% | 47 |
|
|
2025
Q1 | $807K | Hold |
3,000
| – | – | 0.26% | 53 |
|
|
2024
Q4 | $890K | Hold |
3,000
| – | – | 0.35% | 46 |
|
|
2024
Q3 | $814K | Hold |
3,000
| – | – | 0.3% | 55 |
|
|
2024
Q2 | $695K | Hold |
3,000
| – | – | 0.29% | 50 |
|
|
2024
Q1 | $683K | Hold |
3,000
| – | – | 0.31% | 49 |
|
|
2023
Q4 | $562K | Hold |
3,000
| – | – | 0.27% | 56 |
|
|
2023
Q3 | $448K | Hold |
3,000
| – | – | 0.23% | 63 |
|
|
2023
Q2 | $523K | Hold |
3,000
| – | – | 0.26% | 57 |
|
|
2023
Q1 | $495K | Hold |
3,000
| – | – | 0.27% | 58 |
|
|
2022
Q4 | $443K | Hold |
3,000
| – | – | 0.26% | 60 |
|
|
2022
Q3 | $405K | Hold |
3,000
| – | – | 0.27% | 60 |
|
|
2022
Q2 | $416K | Hold |
3,000
| – | – | 0.25% | 69 |
|
|
2022
Q1 | $561K | Hold |
3,000
| – | – | 0.29% | 69 |
|
|
2021
Q4 | $491K | Hold |
3,000
| – | – | 0.25% | 75 |
|
|
2021
Q3 | $503K | Hold |
3,000
| – | – | 0.27% | 74 |
|
|
2021
Q2 | $496K | Hold |
3,000
| – | – | 0.27% | 70 |
|
|
2021
Q1 | $424K | Hold |
3,000
| – | – | 0.26% | 73 |
|
|
2020
Q4 | $363K | Hold |
3,000
| – | – | 0.23% | 77 |
|
|
2020
Q3 | $301K | Hold |
3,000
| – | – | 0.21% | 89 |
|
|
2020
Q2 | $286K | Hold |
3,000
| – | – | 0.22% | 86 |
|
|
2020
Q1 | $257K | Hold |
3,000
| – | – | 0.24% | 83 |
|
|
2019
Q4 | $373K | Buy |
+3,000
| New | +$373K | 0.33% | 74 |
|