WP
WealthSpring Partners’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $250K | Buy |
1,676
+143
| +9% | +$21.3K | 0.19% | 64 |
|
|
2023
Q2 | $267K | Buy |
1,533
+2
| +0.1% | +$348 | 0.19% | 60 |
|
|
2023
Q1 | $252K | Sell |
1,531
-100
| -6% | -$16.5K | 0.2% | 63 |
|
|
2022
Q4 | $241K | Buy |
1,631
+2
| +0.1% | +$295 | 0.19% | 64 |
|
|
2022
Q3 | $220K | Buy |
+1,629
| New | +$220K | 0.19% | 71 |
|