DESTINATION WEALTH MANAGEMENT – American Express Company Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$18.95M
portfolio value
DESTINATION WEALTH MANAGEMENT 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 | Increase | +0.38% | 538 shares | -447K | $134.91 | 140.51K |
| Q2 2022 | share | Decrease | -3.32% | -4.80K shares | -7.67M | $138.62 | 139.97K |
| Q1 2022 | share | Decrease | -4.37% | -6.62K shares | 2.30M | $187 | 144.78K |
| Q4 2021 | share | Decrease | -0.61% | -934 shares | -751K | $164.16 | 151.40K |
| Q3 2021 | share | Decrease | -0.66% | -1.01K shares | 183K | $167.12 | 152.33K |
| Q2 2021 | share | Increase | +0.99% | 1.50K shares | 3.86M | $164.4 | 153.35K |
| Q1 2021 | share | Increase | +8.45% | 11.82K shares | 4.54M | $140.73 | 151.84K |
| Q4 2020 | share | Increase | 0.00% | 140.02K shares | 16.93M | $119.52 | 140.02K |
| Q1 2020 | share | Decrease | -100.00% | -1.79K shares | -224K | $83.43 | 0 |
| Q4 2019 | share | Increase | +3.27% | 57 shares | 18K | $120.91 | 1.79K |
| Q3 2019 | share | Increase | +65.34% | 688 shares | 76K | $114.44 | 1.74K |
| Q2 2019 | share | Increase | +22.58% | 194 shares | 36K | $119.06 | 1.05K |
| Q1 2019 | share | Decrease | -8.03% | -75 shares | 5K | $105.05 | 859 |
| Q4 2018 | share | Increase | +5.78% | 51 shares | -5K | $91.23 | 934 |
| Q3 2018 | share | Decrease | -16.62% | -176 shares | -10K | $101.56 | 883 |
| Q2 2018 | share | Increase | +165.41% | 660 shares | 81K | $93.13 | 1.05K |
| Q1 2018 | share | Increase | 0.00% | 399 shares | 23K | $88.32 | 399 |