FORVIS WEALTH ADVISORS, LLC – American Express Company Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$1.47M
portfolio value
FORVIS WEALTH ADVISORS, 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 | -2.30% | -257 shares | -75K | $134.91 | 10.89K |
| Q2 2022 | share | Decrease | -3.88% | -450 shares | -624K | $138.62 | 11.15K |
| Q1 2022 | share | Decrease | -5.03% | -615 shares | 171K | $187 | 11.60K |
| Q4 2021 | share | Decrease | -7.56% | -1K shares | -216K | $164.16 | 12.22K |
| Q3 2021 | share | Increase | +1.01% | 132 shares | 52K | $167.12 | 13.22K |
| Q2 2021 | share | Decrease | -9.00% | -1.29K shares | 129K | $164.4 | 13.08K |
| Q1 2021 | share | Decrease | -24.72% | -4.72K shares | -276K | $140.73 | 14.38K |
| Q4 2020 | share | Decrease | -17.17% | -3.96K shares | -2K | $119.52 | 19.10K |
| Q3 2020 | share | Decrease | -1.66% | -389 shares | 79K | $98.69 | 23.06K |
| Q2 2020 | share | Decrease | -10.03% | -2.61K shares | 1K | $93.3 | 23.45K |
| Q1 2020 | share | Decrease | -3.19% | -859 shares | -1.12M | $83.43 | 26.06K |
| Q4 2019 | share | Increase | +0.38% | 102 shares | 179K | $120.91 | 26.92K |
| Q3 2019 | share | Decrease | -0.56% | -151 shares | -157K | $114.44 | 26.82K |
| Q2 2019 | share | Decrease | -3.84% | -1.07K shares | 264K | $119.06 | 26.97K |
| Q1 2019 | share | Increase | +3.83% | 1.03K shares | 491K | $105.05 | 28.05K |
| Q4 2018 | share | Increase | +1.58% | 419 shares | -257K | $91.23 | 27.01K |
| Q3 2018 | share | Increase | +1.75% | 457 shares | 270K | $101.56 | 26.59K |
| Q2 2018 | share | Increase | +12.77% | 2.96K shares | 400K | $93.13 | 26.14K |
| Q1 2018 | share | Increase | +2.72% | 613 shares | -79K | $88.32 | 23.18K |
| Q4 2017 | share | Decrease | -0.21% | -48 shares | 195K | $93.7 | 22.56K |
| Q3 2017 | share | Decrease | -0.67% | -153 shares | 128K | $85.02 | 22.61K |
| Q2 2017 | share | Increase | +7.85% | 1.65K shares | 248K | $78.88 | 22.77K |
| Q1 2017 | share | Decrease | -0.02% | -4 shares | 106K | $73.77 | 21.11K |
| Q4 2016 | share | Increase | +1.98% | 411 shares | 238K | $68.79 | 21.11K |
| Q3 2016 | share | Increase | +12.11% | 2.23K shares | 204K | $59.18 | 20.70K |
| Q2 2016 | share | Increase | +3.30% | 590 shares | 24K | $56.14 | 18.46K |
| Q1 2016 | share | Increase | +19.59% | 2.92K shares | 58K | $56.19 | 17.87K |