HERITAGE WEALTH ADVISORS – American Express Company Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$568,000
portfolio value
HERITAGE WEALTH ADVISORS 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 | 0.00% | 0 shares | -15K | $134.91 | 4.20K | |
| Q2 2022 | share | Increase | +32.69% | 1.03K shares | -10K | $138.62 | 4.20K |
| Q1 2022 | share | 0.00% | 0 shares | 74K | $187 | 3.17K | |
| Q4 2021 | share | 0.00% | 0 shares | -12.46K | $164.16 | 3.17K | |
| Q3 2021 | share | 0.00% | 0 shares | 7.29K | $167.12 | 3.17K | |
| Q2 2021 | share | 0.00% | 0 shares | 75.45K | $164.4 | 3.17K | |
| Q1 2021 | share | Decrease | -3.20% | -105 shares | 52.57K | $140.73 | 3.17K |
| Q4 2020 | share | 0.00% | 0 shares | 67.52K | $119.52 | 3.27K | |
| Q3 2020 | share | 0.00% | 0 shares | 16.54K | $98.69 | 3.27K | |
| Q2 2020 | share | 0.00% | 0 shares | 31.42K | $93.3 | 3.27K | |
| Q1 2020 | share | Decrease | -0.58% | -19 shares | -129.75K | $83.43 | 3.27K |
| Q4 2019 | share | Increase | +0.61% | 20 shares | 23.25K | $120.91 | 3.29K |
| Q3 2019 | share | Decrease | -2.41% | -81 shares | -27.32K | $114.44 | 3.27K |
| Q2 2019 | share | Increase | +24.75% | 666 shares | 120.20K | $119.06 | 3.35K |
| Q1 2019 | share | Decrease | -7.21% | -209 shares | 18.12K | $105.05 | 2.69K |
| Q4 2018 | share | 0.00% | 0 shares | -32K | $91.23 | 2.9K | |
| Q3 2018 | share | 0.00% | 0 shares | 23K | $101.56 | 2.9K | |
| Q2 2018 | share | 0.00% | 0 shares | 15K | $93.13 | 2.9K | |
| Q1 2018 | share | 0.00% | 0 shares | -17K | $88.32 | 2.9K | |
| Q4 2017 | share | Increase | +3.68% | 103 shares | 34K | $93.7 | 2.9K |
| Q3 2017 | share | Increase | +6.19% | 163 shares | 31K | $85.02 | 2.79K |
| Q2 2017 | share | 0.00% | 0 shares | 14K | $78.88 | 2.63K | |
| Q1 2017 | share | Increase | 0.00% | 2.63K shares | 208K | $73.77 | 2.63K |