Wealthgate Family Office’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,043	Closed	-$713K	–	18
2021 Q1	$713K	Hold	5,043	–	–	0.97%	17
2020 Q4	$610K	Buy	+5,043	New	+$610K	0.91%	18