INSTITUTE FOR WEALTH MANAGEMENT, LLC. – American Express Company Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.37M
portfolio value
INSTITUTE FOR 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 | -0.06% | -6 shares | -39K | $134.91 | 10.18K |
| Q2 2022 | share | Increase | +0.71% | 72 shares | -479K | $138.62 | 10.19K |
| Q1 2022 | share | Decrease | -0.42% | -43 shares | 230K | $187 | 10.11K |
| Q4 2021 | share | Decrease | -0.84% | -86 shares | -55K | $164.16 | 10.16K |
| Q3 2021 | share | 0.00% | 0 shares | 24K | $167.12 | 10.24K | |
| Q2 2021 | share | Decrease | -2.32% | -243 shares | 209K | $164.4 | 10.24K |
| Q1 2021 | share | Decrease | -3.87% | -422 shares | 165K | $140.73 | 10.49K |
| Q4 2020 | share | Decrease | -2.13% | -238 shares | 201K | $119.52 | 10.91K |
| Q3 2020 | share | Decrease | -1.58% | -179 shares | 39K | $98.69 | 11.15K |
| Q2 2020 | share | Increase | +1.05% | 118 shares | 119K | $93.3 | 11.33K |
| Q1 2020 | share | Decrease | -3.98% | -465 shares | -494K | $83.43 | 11.21K |
| Q4 2019 | share | Increase | +0.15% | 18 shares | 75K | $120.91 | 11.67K |
| Q3 2019 | share | Decrease | -6.43% | -801 shares | -159K | $114.44 | 11.65K |
| Q2 2019 | share | Increase | +10.39% | 1.17K shares | 302K | $119.06 | 12.46K |
| Q1 2019 | share | Decrease | -9.69% | -1.21K shares | 46K | $105.05 | 11.28K |
| Q4 2018 | share | Increase | +17.93% | 1.9K shares | 44K | $91.23 | 12.49K |
| Q3 2018 | share | Decrease | -8.80% | -1.02K shares | 10K | $101.56 | 10.59K |
| Q2 2018 | share | Decrease | -2.82% | -337 shares | -48K | $93.13 | 11.62K |
| Q1 2018 | share | Increase | +12.27% | 1.30K shares | 126K | $88.32 | 11.95K |
| Q4 2017 | share | Decrease | -3.31% | -365 shares | 58K | $93.7 | 10.65K |
| Q3 2017 | share | Increase | +1.78% | 193 shares | 88K | $85.02 | 11.01K |
| Q2 2017 | share | Increase | 0.00% | 10.82K shares | 912K | $78.88 | 10.82K |