A detailed history of Legacy Financial Advisors, Inc. transactions in American Express CO stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,654 shares of AXP stock, worth $722,790. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,654
Previous 2,466 7.62%
Holding current value
$722,790
Previous $561,000 9.45%
% of portfolio
0.12%
Previous 0.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$217.5 - $243.08 $40,890 - $45,699
188 Added 7.62%
2,654 $614,000
Q1 2024

May 14, 2024

BUY
$179.79 - $229.12 $22,293 - $28,410
124 Added 5.29%
2,466 $561,000
Q4 2023

Feb 06, 2024

BUY
$141.31 - $187.8 $22,044 - $29,296
156 Added 7.14%
2,342 $438,000
Q3 2023

Nov 13, 2023

SELL
$149.19 - $178.04 $298 - $356
-2 Reduced 0.09%
2,186 $326,000
Q2 2023

Aug 08, 2023

BUY
$147.93 - $175.14 $24,408 - $28,898
165 Added 8.16%
2,188 $381,000
Q1 2023

May 03, 2023

BUY
$146.42 - $181.33 $36,165 - $44,788
247 Added 13.91%
2,023 $333,000
Q4 2022

Feb 06, 2023

BUY
$136.81 - $157.67 $37,896 - $43,674
277 Added 18.48%
1,776 $262,000
Q3 2022

Nov 09, 2022

BUY
$134.91 - $165.84 $202,230 - $248,594
1,499 New
1,499 $202,000
Q2 2022

Aug 08, 2022

SELL
$137.5 - $188.46 $201,162 - $275,716
-1,463 Closed
0 $0
Q1 2022

May 04, 2022

BUY
$158.74 - $198.38 $232,236 - $290,229
1,463 New
1,463 $274,000
Q3 2021

Oct 26, 2021

SELL
$158.72 - $176.77 $192,844 - $214,775
-1,215 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
$144.33 - $169.45 $175,360 - $205,881
1,215 New
1,215 $201,000
Q2 2019

Aug 07, 2019

SELL
$109.85 - $124.92 $114,903 - $130,666
-1,046 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$93.43 - $113.55 $19,807 - $24,072
212 Added 25.42%
1,046 $114,000
Q4 2018

Jan 16, 2019

BUY
$89.5 - $112.89 $7,876 - $9,934
88 Added 11.8%
834 $79,000
Q2 2018

Jul 17, 2018

BUY
$91.0 - $102.7 $4,186 - $4,724
46 Added 6.57%
746 $75,000
Q1 2018

Apr 12, 2018

BUY
$88.34 - $101.64 $3,003 - $3,455
34 Added 5.11%
700 $65,000
Q4 2017

Feb 09, 2018

BUY
$90.54 - $99.7 $60,299 - $66,400
666
666 $66,000

Others Institutions Holding AXP

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $204B
  • 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...
More about AXP
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