ALLSQUARE WEALTH MANAGEMENT LLC – American Express Company Transaction History
ALLSQUARE WEALTH MANAGEMENT LLC portfolio value:
$40,000
portfolio value
ALLSQUARE 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 | 0.00% | 0 shares | -1K | $134.91 | 299 | |
| Q2 2022 | share | 0.00% | 0 shares | -15K | $138.62 | 299 | |
| Q1 2022 | share | Increase | +77.98% | 131 shares | 29K | $187 | 299 |
| Q4 2021 | share | Decrease | -15.15% | -30 shares | -6K | $164.16 | 168 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $167.12 | 198 | |
| Q2 2021 | share | 0.00% | 0 shares | 5K | $164.4 | 198 | |
| Q1 2021 | share | Increase | +7.61% | 14 shares | 6K | $140.73 | 198 |
| Q4 2020 | share | Decrease | -43.03% | -139 shares | -10K | $119.52 | 184 |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $98.69 | 323 | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $93.3 | 323 | |
| Q1 2020 | share | 0.00% | 0 shares | -12K | $83.43 | 323 | |
| Q4 2019 | share | Decrease | -21.22% | -87 shares | -8K | $120.91 | 323 |
| Q3 2019 | share | 0.00% | 0 shares | -3K | $114.44 | 410 | |
| Q2 2019 | share | 0.00% | 0 shares | 6K | $119.06 | 410 | |
| Q1 2019 | share | 0.00% | 0 shares | 6K | $105.05 | 410 | |
| Q4 2018 | share | Increase | +37.12% | 111 shares | 7K | $91.23 | 410 |
| Q3 2018 | share | 0.00% | 0 shares | 3K | $101.56 | 299 | |
| Q2 2018 | share | Increase | 0.00% | 299 shares | 29K | $93.13 | 299 |
| Q1 2017 | share | Decrease | -100.00% | -98 shares | -7K | $73.77 | 0 |
| Q4 2016 | share | Decrease | -53.55% | -113 shares | -7K | $68.79 | 98 |
| Q3 2016 | share | 0.00% | 0 shares | 1K | $59.18 | 211 | |
| Q2 2016 | share | Decrease | -56.40% | -273 shares | -17K | $56.14 | 211 |
| Q1 2016 | share | Increase | +6.37% | 29 shares | -2K | $56.19 | 484 |