LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA – American Express Company Transaction History
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA portfolio value:
$912,000
portfolio value
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA quarter portfolio value change:
-2.68%
quarter
American Express Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -20.68% | -1.76K shares | -269K | $134.91 | 6.75K |
| Q2 2022 | share | Decrease | -3.60% | -318 shares | -472K | $138.62 | 8.52K |
| Q1 2022 | share | Decrease | -2.32% | -210 shares | 173K | $187 | 8.83K |
| Q4 2021 | share | Increase | +2.38% | 210 shares | -1K | $164.16 | 9.04K |
| Q3 2021 | share | Decrease | -11.64% | -1.16K shares | -172K | $167.12 | 8.83K |
| Q2 2021 | share | Decrease | -6.61% | -708 shares | 138K | $164.4 | 10.00K |
| Q1 2021 | share | Increase | +5.03% | 513 shares | 282K | $140.73 | 10.71K |
| Q4 2020 | share | Increase | +4.62% | 450 shares | 256K | $119.52 | 10.19K |
| Q3 2020 | share | 0.00% | 0 shares | 49K | $98.69 | 9.74K | |
| Q2 2020 | share | 0.00% | 0 shares | 93K | $93.3 | 9.74K | |
| Q1 2020 | share | Decrease | -5.20% | -535 shares | -445K | $83.43 | 9.74K |
| Q4 2019 | share | Increase | +5.11% | 500 shares | 123K | $120.91 | 10.28K |
| Q3 2019 | share | 0.00% | 0 shares | -51K | $114.44 | 9.78K | |
| Q2 2019 | share | Decrease | -11.37% | -1.25K shares | 2K | $119.06 | 9.78K |
| Q1 2019 | share | Decrease | -6.80% | -805 shares | 77K | $105.05 | 11.03K |
| Q4 2018 | share | 0.00% | 0 shares | -132K | $91.23 | 11.84K | |
| Q3 2018 | share | 0.00% | 0 shares | 100K | $101.56 | 11.84K | |
| Q2 2018 | share | Decrease | -13.19% | -1.8K shares | -112K | $93.13 | 11.84K |
| Q1 2018 | share | 0.00% | 0 shares | -82K | $88.32 | 13.64K | |
| Q4 2017 | share | Decrease | -2.22% | -310 shares | 93K | $93.7 | 13.64K |
| Q3 2017 | share | Decrease | -0.85% | -119 shares | 63K | $85.02 | 13.95K |
| Q2 2017 | share | 0.00% | 0 shares | 85K | $78.88 | 14.07K | |
| Q1 2017 | share | 0.00% | 0 shares | 71K | $73.77 | 14.07K | |
| Q4 2016 | share | Decrease | -15.86% | -2.65K shares | -28K | $68.79 | 14.07K |
| Q3 2016 | share | Decrease | -0.59% | -100 shares | 49K | $59.18 | 16.72K |
| Q2 2016 | share | Decrease | -5.48% | -975 shares | -71K | $56.14 | 16.82K |
| Q1 2016 | share | Decrease | -10.10% | -2K shares | -284K | $56.19 | 17.79K |