American Express Company shares owned by Legacy Private Trust
Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in American Express Company
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Quarterly reported holdings in American Express Company by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $405k | 1.4k | 296.79 |
| 2024-09-30 | $370k | 1.4k | 271.20 |
| 2024-06-30 | $316k | 1.4k | 231.55 |
| 2024-03-31 | $311k | 1.4k | 227.69 |
| 2023-12-31 | $256k | 1.4k | 187.34 |
| 2023-09-30 | $204k | 1.4k | 149.19 |
| 2023-06-30 | $238k | 1.4k | 174.20 |
| 2023-03-31 | $225k | 1.4k | 164.95 |
| 2022-12-31 | $202k | 1.4k | 147.83 |
| 2022-03-31 | $255k | 1.4k | 186.96 |
| 2021-12-31 | $223k | 1.4k | 163.48 |
| 2021-09-30 | $229k | 1.4k | 167.83 |
| 2021-06-30 | $226k | 1.4k | 165.22 |
| 2019-12-31 | $254k | 2.0k | 124.66 |
| 2019-09-30 | $240k | 2.0k | 118.07 |
| 2019-06-30 | $294k | 2.4k | 123.55 |
| 2019-03-31 | $269k | 2.5k | 109.21 |
| 2018-12-31 | $231k | 2.4k | 95.46 |
| 2018-09-30 | $257k | 2.4k | 106.33 |
| 2018-06-30 | $225k | 2.3k | 98.00 |
| 2018-03-31 | $215k | 2.3k | 93.50 |
| 2017-12-31 | $229k | 2.3k | 99.50 |
| 2017-09-30 | $208k | 2.3k | 90.50 |
| 2016-03-31 | $279k | 4.5k | 61.53 |
| 2015-12-31 | $640k | 9.2k | 69.50 |
| 2015-09-30 | $786k | 11k | 74.16 |
| 2015-06-30 | $828k | 11k | 77.69 |
| 2015-03-31 | $2.2M | 28k | 78.11 |
| 2014-12-31 | $3.6M | 39k | 93.04 |
| 2014-09-30 | $3.4M | 39k | 87.54 |
| 2014-06-30 | $3.6M | 39k | 94.88 |
| 2014-03-31 | $3.5M | 39k | 90.02 |
| 2013-12-31 | $3.4M | 37k | 90.74 |
| 2013-09-30 | $2.5M | 33k | 75.52 |
| 2013-06-30 | $2.5M | 33k | 74.76 |
| 2012-12-31 | $1.7M | 29k | 57.49 |
| 2012-09-30 | $1.7M | 30k | 56.86 |
| 2012-06-30 | $1.8M | 31k | 58.20 |
| 2012-03-31 | $537k | 9.3k | 57.91 |
| 2011-12-31 | $244k | 5.2k | 47.17 |
| 2011-09-30 | $225k | 5.0k | 44.80 |
| 2011-06-30 | $260k | 5.0k | 51.60 |
| 2011-03-31 | $227k | 5.0k | 45.20 |