SEQUOIA FINANCIAL ADVISORS, LLC – American Express Company Transaction History
SEQUOIA FINANCIAL ADVISORS, LLC portfolio value:
$743,000
portfolio value
SEQUOIA FINANCIAL 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 | -27.36% | -2.07K shares | -308K | $134.91 | 5.50K |
| Q2 2022 | share | Decrease | -11.02% | -939 shares | -542K | $138.62 | 7.58K |
| Q1 2022 | share | Increase | +22.22% | 1.54K shares | 453K | $187 | 8.51K |
| Q4 2021 | share | Increase | +148.93% | 4.17K shares | 671K | $164.16 | 6.97K |
| Q3 2021 | share | Decrease | -47.88% | -2.57K shares | -419K | $167.12 | 2.8K |
| Q2 2021 | share | Increase | +7.53% | 376 shares | 181K | $164.4 | 5.37K |
| Q1 2021 | share | Increase | +0.20% | 10 shares | 104K | $140.73 | 4.99K |
| Q4 2020 | share | Increase | +4.79% | 228 shares | 126K | $119.52 | 4.98K |
| Q3 2020 | share | Decrease | -23.87% | -1.49K shares | -118K | $98.69 | 4.75K |
| Q2 2020 | share | Increase | +32.95% | 1.54K shares | 193K | $93.3 | 6.25K |
| Q1 2020 | share | Decrease | -89.62% | -40.60K shares | -5.23M | $83.43 | 4.70K |
| Q4 2019 | share | Increase | +1.57% | 700 shares | 365K | $120.91 | 45.30K |
| Q3 2019 | share | Decrease | -8.02% | -3.88K shares | -711K | $114.44 | 44.60K |
| Q2 2019 | share | Decrease | -0.99% | -484 shares | 633K | $119.06 | 48.49K |
| Q1 2019 | share | Increase | +1.04% | 505 shares | 733K | $105.05 | 48.98K |
| Q4 2018 | share | Increase | +81.46% | 21.76K shares | 1.77M | $91.23 | 48.47K |
| Q3 2018 | share | Increase | +1.26% | 333 shares | 260K | $101.56 | 26.71K |
| Q2 2018 | share | Increase | +449.95% | 21.58K shares | 2.13M | $93.13 | 26.38K |
| Q1 2018 | share | Decrease | -5.29% | -268 shares | -56K | $88.32 | 4.79K |
| Q4 2017 | share | Increase | +37.08% | 1.37K shares | 169K | $93.7 | 5.06K |
| Q3 2017 | share | Increase | +7.54% | 259 shares | 45K | $85.02 | 3.69K |
| Q2 2017 | share | Decrease | -2.86% | -101 shares | 9K | $78.88 | 3.43K |
| Q1 2017 | share | Decrease | -50.00% | -3.53K shares | -244K | $73.77 | 3.53K |
| Q4 2016 | share | Decrease | -5.01% | -373 shares | 47K | $68.79 | 7.07K |
| Q3 2016 | share | Decrease | -7.57% | -610 shares | -13K | $59.18 | 7.44K |
| Q2 2016 | share | Increase | 0.00% | 8.05K shares | 490K | $56.14 | 8.05K |