Legacy Advisors, LLC American Express CO Transaction History

Legacy Advisors, LLC

$789 Million
Q1 2024

A detailed history of Legacy Advisors, LLC transactions in American Express CO stock. As of the latest transaction made, Legacy Advisors, LLC holds 4,729 shares of AXP stock, worth $1.11 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,729

Previous 4,635 2.03%

Holding current value

$1.11 Million

Previous $868,000 23.96%

% of portfolio

0.14%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$179.79 - $229.12 $16,900 - $21,537	94 Added 2.03%	4,729 $1.08 Million
Q4 2023 Feb 12, 2024	BUY	$141.31 - $187.8 $13,141 - $17,465	93 Added 2.05%	4,635 $868,000
Q3 2023 Nov 14, 2023	BUY	$149.19 - $178.04 $10,592 - $12,640	71 Added 1.59%	4,542 $677,000
Q2 2023 Jul 20, 2023	BUY	$147.93 - $175.14 $3,550 - $4,203	24 Added 0.54%	4,471 $778,000
Q1 2023 May 01, 2023	BUY	$146.42 - $181.33 $2,928 - $3,626	20 Added 0.45%	4,447 $733,000

Q4 2022 Feb 01, 2023	BUY	$136.81 - $157.67 $23,941 - $27,592	175 Added 4.12%	4,427 $654,000
Q3 2022 Nov 09, 2022	BUY	$134.91 - $165.84 $8,634 - $10,613	64 Added 1.53%	4,252 $574,000
Q2 2022 Jul 25, 2022	SELL	$137.5 - $188.46 $117,150 - $160,567	-852 Reduced 16.9%	4,188 $581,000
Q1 2022 May 11, 2022	BUY	$158.74 - $198.38 $69,845 - $87,287	440 Added 9.57%	5,040 $942,000
Q3 2021 Oct 13, 2021	BUY	$158.72 - $176.77 $634 - $707	4 Added 0.09%	4,600 $771,000
Q1 2021 Apr 12, 2021	BUY	$114.09 - $150.27 $114,090 - $150,270	1,000 Added 27.81%	4,596 $650,000
Q1 2020 Apr 15, 2020	BUY	$68.96 - $136.93 $70,408 - $139,805	1,021 Added 39.65%	3,596 $308,000
Q3 2019 Oct 10, 2019	SELL	$116.8 - $128.57 $70,080 - $77,142	-600 Reduced 18.9%	2,575 $305,000
Q2 2019 Jul 15, 2019	BUY	$109.85 - $124.92 $65,910 - $74,952	600 Added 23.3%	3,175 $392,000
Q1 2019 Apr 08, 2019	SELL	$93.43 - $113.55 $3,924 - $4,769	-42 Reduced 1.6%	2,575 $281,000
Q4 2018 Jan 14, 2019	BUY	$89.5 - $112.89 $984 - $1,241	11 Added 0.42%	2,617 $249,000
Q2 2018 Jul 19, 2018	BUY	$91.0 - $102.7 $48,321 - $54,533	531 Added 25.59%	2,606 $255,000
Q4 2017 Jan 26, 2018	SELL	$90.54 - $99.7 $3,621 - $3,988	-40 Reduced 1.89%	2,075 $206,000
Q3 2017 Nov 03, 2017	BUY	$84.25 - $90.46 $3,370 - $3,618	40 Added 1.93%	2,115 $191,000
Q4 2016 Nov 03, 2017	BUY	N/A	2,075	2,075 $153,000

Others Institutions Holding AXP

# of Institutions

2,499

Shares Held

590M

Call Options Held

8.48M

Put Options Held

8.94M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $176B
Description
American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financi...

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Legacy Advisors, LLC American Express CO Transaction History