Gupta Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $78K | Sell |
1,266
-345
| -21% | -$21.3K | 0.02% | 368 |
|
|
2015
Q4 | $112K | Sell |
1,611
-59
| -4% | -$4.1K | 0.03% | 310 |
|
|
2015
Q3 | $124K | Sell |
1,670
-1,144
| -41% | -$84.9K | 0.03% | 315 |
|
|
2015
Q2 | $219K | Sell |
2,814
-132
| -4% | -$10.3K | 0.05% | 243 |
|
|
2015
Q1 | $230K | Buy |
+2,946
| New | +$230K | 0.07% | 208 |
|