EVERCORE WEALTH MANAGEMENT, LLC – American Express Company Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$2.07M
portfolio value
EVERCORE 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 | Increase | +0.70% | 107 shares | -42K | $134.91 | 15.41K |
| Q2 2022 | share | Increase | +1.53% | 230 shares | -698K | $138.62 | 15.30K |
| Q1 2022 | share | Decrease | -1.26% | -192 shares | 321K | $187 | 15.07K |
| Q4 2021 | share | Decrease | -1.07% | -165 shares | -87K | $164.16 | 15.26K |
| Q3 2021 | share | Decrease | -4.84% | -785 shares | -94K | $167.12 | 15.43K |
| Q2 2021 | share | Decrease | -0.94% | -154 shares | 364K | $164.4 | 16.21K |
| Q1 2021 | share | Increase | +1.38% | 223 shares | 362K | $140.73 | 16.37K |
| Q4 2020 | share | Decrease | -7.81% | -1.36K shares | 197K | $119.52 | 16.14K |
| Q3 2020 | share | Decrease | -1.72% | -306 shares | 59K | $98.69 | 17.51K |
| Q2 2020 | share | Increase | +10.88% | 1.74K shares | 322K | $93.3 | 17.82K |
| Q1 2020 | share | Increase | +7.57% | 1.13K shares | -485K | $83.43 | 16.07K |
| Q4 2019 | share | Decrease | -2.94% | -452 shares | 39K | $120.91 | 14.94K |
| Q3 2019 | share | Increase | +44.54% | 4.74K shares | 507K | $114.44 | 15.39K |
| Q2 2019 | share | Decrease | -1.92% | -208 shares | 128K | $119.06 | 10.65K |
| Q1 2019 | share | Increase | +48.25% | 3.53K shares | 488K | $105.05 | 10.85K |
| Q4 2018 | share | Decrease | -31.17% | -3.31K shares | -435K | $91.23 | 7.32K |
| Q3 2018 | share | Decrease | -1.94% | -211 shares | 69K | $101.56 | 10.64K |
| Q2 2018 | share | Increase | +45.18% | 3.37K shares | 367K | $93.13 | 10.85K |
| Q1 2018 | share | 0.00% | 0 shares | -46K | $88.32 | 7.47K | |
| Q4 2017 | share | Decrease | -6.12% | -487 shares | 23K | $93.7 | 7.47K |
| Q3 2017 | share | Decrease | -5.80% | -490 shares | 9K | $85.02 | 7.96K |
| Q2 2017 | share | Decrease | -8.54% | -789 shares | -21K | $78.88 | 8.45K |
| Q1 2017 | share | Decrease | -37.20% | -5.47K shares | -358K | $73.77 | 9.24K |
| Q4 2016 | share | Decrease | -26.43% | -5.28K shares | -191K | $68.79 | 14.71K |
| Q3 2016 | share | Decrease | -7.21% | -1.55K shares | -28K | $59.18 | 20K |
| Q2 2016 | share | Decrease | -29.33% | -8.94K shares | -563K | $56.14 | 21.55K |
| Q1 2016 | share | Decrease | -87.70% | -217.45K shares | -15.37M | $56.19 | 30.50K |