JFS WEALTH ADVISORS, LLC – American Express Company Transaction History
JFS WEALTH ADVISORS, LLC portfolio value:
$184,000
portfolio value
JFS 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 | Increase | +7.82% | 99 shares | 9K | $134.91 | 1.36K |
| Q2 2022 | share | Decrease | -2.31% | -30 shares | -67K | $138.62 | 1.26K |
| Q1 2022 | share | Increase | +8.18% | 98 shares | 46K | $187 | 1.29K |
| Q4 2021 | share | Increase | +5.09% | 58 shares | 5K | $164.16 | 1.19K |
| Q3 2021 | share | Increase | +28.09% | 250 shares | 44K | $167.12 | 1.14K |
| Q2 2021 | share | 0.00% | 0 shares | 21K | $164.4 | 890 | |
| Q1 2021 | share | Decrease | -27.35% | -335 shares | -22K | $140.73 | 890 |
| Q4 2020 | share | Increase | +4.26% | 50 shares | 30K | $119.52 | 1.22K |
| Q3 2020 | share | 0.00% | 0 shares | 6K | $98.69 | 1.17K | |
| Q2 2020 | share | 0.00% | 0 shares | 11K | $93.3 | 1.17K | |
| Q1 2020 | share | Increase | +18.33% | 182 shares | -23K | $83.43 | 1.17K |
| Q4 2019 | share | 0.00% | 0 shares | 7K | $120.91 | 993 | |
| Q3 2019 | share | Increase | +1.85% | 18 shares | -3K | $114.44 | 993 |
| Q2 2019 | share | 0.00% | 0 shares | 13K | $119.06 | 975 | |
| Q1 2019 | share | 0.00% | 0 shares | 14K | $105.05 | 975 | |
| Q4 2018 | share | 0.00% | 0 shares | -11K | $91.23 | 975 | |
| Q3 2018 | share | 0.00% | 0 shares | 8K | $101.56 | 975 | |
| Q2 2018 | share | Increase | +34.11% | 248 shares | 28K | $93.13 | 975 |
| Q1 2018 | share | 0.00% | 0 shares | -4K | $88.32 | 727 | |
| Q4 2017 | share | Increase | +5.36% | 37 shares | 10K | $93.7 | 727 |
| Q3 2017 | share | 0.00% | 0 shares | 4K | $85.02 | 690 | |
| Q2 2017 | share | Decrease | -18.54% | -157 shares | -5K | $78.88 | 690 |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $73.77 | 847 | |
| Q4 2016 | share | 0.00% | 0 shares | 9K | $68.79 | 847 | |
| Q3 2016 | share | Decrease | -78.54% | -3.1K shares | -186K | $59.18 | 847 |
| Q2 2016 | share | Increase | +110.06% | 2.06K shares | 125K | $56.14 | 3.94K |
| Q1 2016 | share | Increase | 0.00% | 1.87K shares | 115K | $56.19 | 1.87K |