American Express Company shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in American Express Company
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All positions including American Express Company held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in American Express Company by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $915k | 3.1k | 296.76 |
| 2024-09-30 | $750k | 2.8k | 271.24 |
| 2024-06-30 | $615k | 2.7k | 231.54 |
| 2024-03-31 | $562k | 2.5k | 227.73 |
| 2023-12-31 | $439k | 2.3k | 187.34 |
| 2023-09-30 | $326k | 2.2k | 149.21 |
| 2023-06-30 | $381k | 2.2k | 174.18 |
| 2023-03-31 | $334k | 2.0k | 164.96 |
| 2022-12-31 | $262k | 1.8k | 147.72 |
| 2022-09-30 | $202k | 1.5k | 134.76 |
| 2022-03-31 | $274k | 1.5k | 187.29 |
| 2021-06-30 | $201k | 1.2k | 165.43 |
| 2019-03-31 | $114k | 1.0k | 108.99 |
| 2018-12-31 | $79k | 834 | 94.72 |
| 2018-09-30 | $79k | 746 | 105.90 |
| 2018-06-30 | $75k | 746 | 100.54 |
| 2018-03-31 | $65k | 700 | 92.86 |
| 2017-12-31 | $66k | 666 | 99.10 |