EVERMAY WEALTH MANAGEMENT LLC – American Express Company Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$566,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC 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 | -1.53% | -65 shares | -27K | $134.91 | 4.19K |
| Q2 2022 | share | Decrease | -7.59% | -350 shares | -269K | $138.62 | 4.26K |
| Q1 2022 | share | Increase | +2.67% | 120 shares | 127K | $187 | 4.61K |
| Q4 2021 | share | Decrease | -47.72% | -4.1K shares | -684K | $164.16 | 4.49K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $167.12 | 8.59K | |
| Q2 2021 | share | Decrease | -2.72% | -240 shares | 170K | $164.4 | 8.59K |
| Q1 2021 | share | Decrease | -7.47% | -713 shares | 95K | $140.73 | 8.83K |
| Q4 2020 | share | Decrease | -11.92% | -1.29K shares | 68K | $119.52 | 9.54K |
| Q3 2020 | share | Increase | +26.65% | 2.28K shares | 271K | $98.69 | 10.83K |
| Q2 2020 | share | Increase | +30.31% | 1.99K shares | 253K | $93.3 | 8.55K |
| Q1 2020 | share | Decrease | -2.96% | -200 shares | -280K | $83.43 | 6.56K |
| Q4 2019 | share | Increase | +6.12% | 390 shares | 88K | $120.91 | 6.76K |
| Q3 2019 | share | Increase | +26.11% | 1.32K shares | 130K | $114.44 | 6.37K |
| Q2 2019 | share | Decrease | -0.20% | -10 shares | 70K | $119.06 | 5.05K |
| Q1 2019 | share | Decrease | -1.94% | -100 shares | 62K | $105.05 | 5.06K |
| Q4 2018 | share | Increase | +36.45% | 1.38K shares | 89K | $91.23 | 5.16K |
| Q3 2018 | share | 0.00% | 0 shares | 32K | $101.56 | 3.78K | |
| Q2 2018 | share | 0.00% | 0 shares | 18K | $93.13 | 3.78K | |
| Q1 2018 | share | Decrease | -20.08% | -951 shares | -117K | $88.32 | 3.78K |
| Q4 2017 | share | Increase | +26.25% | 985 shares | 131K | $93.7 | 4.73K |
| Q3 2017 | share | Increase | 0.00% | 3.75K shares | 339K | $85.02 | 3.75K |